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 | $7,577 | $82,664-90.8% | $125,339-94.0% | $68,494-88.9% |
| Participation rate | 91.5% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -29.27% | -5.97%-23.3pp | 572.05%-601.3pp | -7.84%-21.4pp |
| Employer contribution / active EE | $3,406 | $3,381+0.7% | $4,814-29.2% | $2,596+31.2% |
| Participant deferral / active EE | $4,920 | $6,110-19.5% | $7,446-33.9% | $4,027+22.2% |
| Admin fee / account holder | $855 | $6,275-86.4% | $10,010-91.5% | $5,403-84.2% |