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 5-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 | $6,268 | $99,640-93.7% | $86,436-92.7% | $134,475-95.3% |
| Participation rate | 92.9% | 82.0%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -33.57% | 6782.58%-6816.1pp | 4394.89%-4428.5pp | 417.96%-451.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,319 | $7,246-40.4% | $6,952-37.9% | $6,400-32.5% |
| Admin fee / account holder | $339 | $8,371-96.0% | $6,731-95.0% | $11,426-97.0% |