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 | $9,190 | $133,958-93.1% | $112,228-91.8% | $134,475-93.2% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -34.39% | 47.11%-81.5pp | 27.45%-61.8pp | 417.96%-452.3pp |
| Employer contribution / active EE | $1,288 | $4,038-68.1% | $3,635-64.6% | $4,740-72.8% |
| Participant deferral / active EE | $5,457 | $5,291+3.1% | $4,728+15.4% | $6,400-14.7% |
| Admin fee / account holder | $343 | $7,489-95.4% | $6,410-94.7% | $11,426-97.0% |