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 6-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 | $14,832 | $82,664-82.1% | $125,339-88.2% | $68,494-78.3% |
| Participation rate | 91.5% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -19.55% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,737 | $3,381+40.1% | $4,814-1.6% | $2,596+82.4% |
| Participant deferral / active EE | $3,898 | $6,110-36.2% | $7,446-47.7% | $4,027-3.2% |
| Admin fee / account holder | $593 | $6,275-90.6% | $10,010-94.1% | $5,403-89.0% |