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 4-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 | $3,436 | $54,229-93.7% | $70,092-95.1% | $68,494-95.0% |
| Participation rate | 91.9% | 64.5%+27.4pp | 70.5%+21.4pp | 67.9%+24.0pp |
| Annual return | -27.30% | -13.87%-13.4pp | 190.73%-218.0pp | -7.84%-19.5pp |
| Employer contribution / active EE | $1,340 | $2,018-33.6% | $2,559-47.6% | $2,596-48.4% |
| Participant deferral / active EE | $1,929 | $2,956-34.7% | $3,849-49.9% | $4,027-52.1% |
| Admin fee / account holder | $593 | $4,694-87.4% | $6,267-90.5% | $5,403-89.0% |