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 | $13,652 | $167,307-91.8% | $143,757-90.5% | $134,475-89.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -22.49% | 0.46%-23.0pp | -0.04%-22.4pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,320 | $5,619-58.7% | $4,951-53.1% | $4,740-51.1% |
| Participant deferral / active EE | $6,272 | $6,446-2.7% | $5,637+11.3% | $6,400-2.0% |
| Admin fee / account holder | $1,514 | $18,088-91.6% | $14,673-89.7% | $11,426-86.7% |