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 | $6,624 | $109,817-94.0% | $98,442-93.3% | $167,490-96.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -9.16% | 1956.69%-1965.9pp | 1492.73%-1501.9pp | 478.56%-487.7pp |
| Employer contribution / active EE | $858 | $3,224-73.4% | $2,960-71.0% | $4,837-82.3% |
| Participant deferral / active EE | $2,329 | $4,673-50.2% | $4,276-45.5% | $6,341-63.3% |
| Admin fee / account holder | $771 | $6,753-88.6% | $5,949-87.0% | $12,309-93.7% |