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 | $5,184 | $152,587-96.6% | $125,175-95.9% | $152,861-96.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -2.86% | 54.84%-57.7pp | 43.79%-46.7pp | 345.32%-348.2pp |
| Employer contribution / active EE | $2,369 | $4,946-52.1% | $3,865-38.7% | $4,762-50.3% |
| Participant deferral / active EE | $3,352 | $5,868-42.9% | $4,937-32.1% | $5,850-42.7% |
| Admin fee / account holder | $629 | $13,434-95.3% | $9,702-93.5% | $11,596-94.6% |