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 8-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 | $16,410 | $150,187-89.1% | $120,354-86.4% | $145,922-88.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | -32.58% | 154.07%-186.6pp | 107.15%-139.7pp | 561.29%-593.9pp |
| Employer contribution / active EE | $8,911 | $4,348+104.9% | $3,463+157.3% | $4,660+91.2% |
| Participant deferral / active EE | $6,798 | $6,173+10.1% | $4,991+36.2% | $6,688+1.6% |
| Admin fee / account holder | $30,823 | $12,207+152.5% | $9,423+227.1% | $13,397+130.1% |