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 | $17,717 | $77,813-77.2% | $123,544-85.7% | $64,186-72.4% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -12.00% | 12.48%-24.5pp | 119.20%-131.2pp | 7.63%-19.6pp |
| Employer contribution / active EE | $6,434 | $3,014+113.5% | $4,628+39.0% | $2,381+170.2% |
| Participant deferral / active EE | $2,903 | $5,240-44.6% | $6,426-54.8% | $3,470-16.3% |
| Admin fee / account holder | $2,890 | $5,519-47.6% | $9,284-68.9% | $4,888-40.9% |