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 | $12,332 | $138,065-91.1% | $123,544-90.0% | $135,375-90.9% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -18.21% | 153.68%-171.9pp | 119.20%-137.4pp | 519.73%-537.9pp |
| Employer contribution / active EE | $3,037 | $5,151-41.0% | $4,628-34.4% | $4,779-36.4% |
| Participant deferral / active EE | $6,467 | $6,799-4.9% | $6,426+0.6% | $5,609+15.3% |
| Admin fee / account holder | $1,711 | $10,916-84.3% | $9,284-81.6% | $10,827-84.2% |