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 | $26,530 | $160,055-83.4% | $140,016-81.1% | $135,375-80.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.65% | 911.38%-925.0pp | 651.12%-664.8pp | 519.73%-533.4pp |
| Employer contribution / active EE | $2,924 | $6,420-54.5% | $5,606-47.8% | $4,779-38.8% |
| Participant deferral / active EE | $5,425 | $7,642-29.0% | $6,927-21.7% | $5,609-3.3% |
| Admin fee / account holder | $540 | $13,328-95.9% | $10,705-95.0% | $10,827-95.0% |