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 7-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 | $9,733 | $190,805-94.9% | $159,960-93.9% | $134,475-92.8% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -25.02% | 552.23%-577.3pp | 408.60%-433.6pp | 417.96%-443.0pp |
| Employer contribution / active EE | $689 | $4,995-86.2% | $4,226-83.7% | $4,740-85.5% |
| Participant deferral / active EE | $3,777 | $6,923-45.4% | $6,182-38.9% | $6,400-41.0% |
| Admin fee / account holder | $659 | $10,471-93.7% | $8,698-92.4% | $11,426-94.2% |