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 | $16,467 | $81,900-79.9% | $119,609-86.2% | $68,494-76.0% |
| Participation rate | 97.0% | 71.9%+25.1pp | 79.3%+17.8pp | 67.9%+29.1pp |
| Annual return | -60.40% | -23.82%-36.6pp | -14.97%-45.4pp | -7.84%-52.6pp |
| Employer contribution / active EE | $3,339 | $2,693+24.0% | $4,232-21.1% | $2,596+28.6% |
| Participant deferral / active EE | $6,588 | $4,148+58.8% | $5,602+17.6% | $4,027+63.6% |
| Admin fee / account holder | $605 | $6,582-90.8% | $10,323-94.1% | $5,403-88.8% |