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 6-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 | $7,752 | $73,867-89.5% | $143,757-94.6% | $68,494-88.7% |
| Participation rate | 94.5% | 66.7%+27.9pp | 80.3%+14.2pp | 67.9%+26.7pp |
| Annual return | -22.82% | 1.01%-23.8pp | -0.04%-22.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,216 | $3,184-61.8% | $4,951-75.4% | $2,596-53.1% |
| Participant deferral / active EE | $3,363 | $3,384-0.6% | $5,637-40.3% | $4,027-16.5% |
| Admin fee / account holder | $656 | $5,755-88.6% | $14,673-95.5% | $5,403-87.9% |