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 | $17,669 | $77,813-77.3% | $123,544-85.7% | $64,186-72.5% |
| Participation rate | 72.0% | 74.7%-2.7pp | 82.3%-10.3pp | 69.6%+2.4pp |
| Annual return | -11.16% | 12.48%-23.6pp | 119.20%-130.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $2,140 | $3,014-29.0% | $4,628-53.8% | $2,381-10.1% |
| Participant deferral / active EE | $5,893 | $5,240+12.5% | $6,426-8.3% | $3,470+69.9% |
| Admin fee / account holder | $950 | $5,519-82.8% | $9,284-89.8% | $4,888-80.6% |