See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,110 | $94,529-87.2% | $140,016-91.4% | $64,186-81.1% |
| Participation rate | 86.3% | 84.1%+2.2pp | 87.5%-1.2pp | 69.6%+16.7pp |
| Annual return | -11.69% | 7.77%-19.5pp | 651.12%-662.8pp | 7.63%-19.3pp |
| Employer contribution / active EE | $2,684 | $3,812-29.6% | $5,606-52.1% | $2,381+12.7% |
| Participant deferral / active EE | $4,132 | $5,250-21.3% | $6,927-40.4% | $3,470+19.1% |
| Admin fee / account holder | $1,148 | $6,741-83.0% | $10,705-89.3% | $4,888-76.5% |