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 | $8,584 | $99,640-91.4% | $86,436-90.1% | $134,475-93.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.79% | 6782.58%-6809.4pp | 4394.89%-4421.7pp | 417.96%-444.8pp |
| Employer contribution / active EE | $2,215 | $4,400-49.7% | $3,769-41.2% | $4,740-53.3% |
| Participant deferral / active EE | $2,770 | $7,246-61.8% | $6,952-60.2% | $6,400-56.7% |
| Admin fee / account holder | $468 | $8,371-94.4% | $6,731-93.0% | $11,426-95.9% |