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 10-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 | $22,418 | $180,449-87.6% | $154,107-85.5% | $135,375-83.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -15.58% | 888.09%-903.7pp | 735.12%-750.7pp | 519.73%-535.3pp |
| Employer contribution / active EE | $7,476 | $6,035+23.9% | $5,298+41.1% | $4,779+56.4% |
| Participant deferral / active EE | $10,633 | $5,806+83.1% | $5,081+109.3% | $5,609+89.6% |
| Admin fee / account holder | $461 | $16,143-97.1% | $13,411-96.6% | $10,827-95.7% |