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 4-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 | $1,204 | $27,915-95.7% | $58,482-97.9% | $75,163-98.4% |
| Participation rate | 77.1% | 38.8%+38.3pp | 50.9%+26.3pp | 67.2%+10.0pp |
| Annual return | -24.29% | 44.20%-68.5pp | 4239.32%-4263.6pp | 160.62%-184.9pp |
| Employer contribution / active EE | $263 | $669-60.7% | $1,053-75.0% | $2,670-90.1% |
| Participant deferral / active EE | $506 | $1,201-57.9% | $1,924-73.7% | $4,125-87.7% |
| Admin fee / account holder | $438 | $1,726-74.6% | $2,516-82.6% | $5,651-92.3% |