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 10-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 | $18,723 | $99,032-81.1% | $80,019-76.6% | $135,375-86.2% |
| Participation rate | 76.9% | 78.4%-1.4pp | 75.8%+1.1pp | 82.6%-5.7pp |
| Annual return | -13.41% | 15.39%-28.8pp | 11.22%-24.6pp | 519.73%-533.1pp |
| Employer contribution / active EE | $2,075 | $3,043-31.8% | $2,468-15.9% | $4,779-56.6% |
| Participant deferral / active EE | $5,193 | $4,282+21.3% | $3,686+40.9% | $5,609-7.4% |
| Admin fee / account holder | $325 | $10,436-96.9% | $6,521-95.0% | $10,827-97.0% |