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 9-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 | $13,376 | $138,044-90.3% | $125,339-89.3% | $134,475-90.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -27.02% | 750.33%-777.3pp | 572.05%-599.1pp | 417.96%-445.0pp |
| Employer contribution / active EE | $1,582 | $5,243-69.8% | $4,814-67.1% | $4,740-66.6% |
| Participant deferral / active EE | $4,998 | $7,799-35.9% | $7,446-32.9% | $6,400-21.9% |
| Admin fee / account holder | $954 | $11,571-91.8% | $10,010-90.5% | $11,426-91.6% |