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 9-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 | $6,235 | $58,577-89.4% | $83,333-92.5% | $64,186-90.3% |
| Participation rate | 94.2% | 72.0%+22.2pp | 77.8%+16.5pp | 69.6%+24.7pp |
| Annual return | -25.38% | 9.65%-35.0pp | 10.63%-36.0pp | 7.63%-33.0pp |
| Employer contribution / active EE | $951 | $2,098-54.7% | $3,379-71.8% | $2,381-60.1% |
| Participant deferral / active EE | $2,745 | $4,654-41.0% | $5,565-50.7% | $3,470-20.9% |
| Admin fee / account holder | $555 | $9,275-94.0% | $7,510-92.6% | $4,888-88.6% |