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 5-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 | $6,610 | $105,860-93.8% | $90,749-92.7% | $134,475-95.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -25.62% | -11.01%-14.6pp | -12.16%-13.5pp | 417.96%-443.6pp |
| Employer contribution / active EE | $2,209 | $3,462-36.2% | $2,921-24.4% | $4,740-53.4% |
| Participant deferral / active EE | $2,932 | $5,216-43.8% | $4,564-35.8% | $6,400-54.2% |
| Admin fee / account holder | $349 | $13,938-97.5% | $8,445-95.9% | $11,426-96.9% |