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 6-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 | $9,620 | $73,867-87.0% | $143,757-93.3% | $68,494-86.0% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -20.62% | 1.01%-21.6pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,016 | $3,184-68.1% | $4,951-79.5% | $2,596-60.9% |
| Participant deferral / active EE | $2,725 | $3,384-19.5% | $5,637-51.7% | $4,027-32.3% |
| Admin fee / account holder | $327 | $5,755-94.3% | $14,673-97.8% | $5,403-93.9% |