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 | $12,592 | $77,813-83.8% | $123,544-89.8% | $64,186-80.4% |
| Participation rate | 79.2% | 74.7%+4.5pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -15.61% | 12.48%-28.1pp | 119.20%-134.8pp | 7.63%-23.2pp |
| Employer contribution / active EE | $1,955 | $3,014-35.1% | $4,628-57.7% | $2,381-17.9% |
| Participant deferral / active EE | $5,415 | $5,240+3.3% | $6,426-15.7% | $3,470+56.1% |
| Admin fee / account holder | $1,753 | $5,519-68.2% | $9,284-81.1% | $4,888-64.1% |