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 9-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 | $16,561 | $138,065-88.0% | $123,544-86.6% | $135,375-87.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.29% | 153.68%-169.0pp | 119.20%-134.5pp | 519.73%-535.0pp |
| Employer contribution / active EE | $4,859 | $5,151-5.7% | $4,628+5.0% | $4,779+1.7% |
| Participant deferral / active EE | $10,200 | $6,799+50.0% | $6,426+58.7% | $5,609+81.9% |
| Admin fee / account holder | $3,099 | $10,916-71.6% | $9,284-66.6% | $10,827-71.4% |