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 | $10,189 | $167,307-93.9% | $143,757-92.9% | $134,475-92.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -44.95% | 0.46%-45.4pp | -0.04%-44.9pp | 417.96%-462.9pp |
| Employer contribution / active EE | $5,824 | $5,619+3.6% | $4,951+17.6% | $4,740+22.9% |
| Participant deferral / active EE | $11,640 | $6,446+80.6% | $5,637+106.5% | $6,400+81.9% |
| Admin fee / account holder | $3,171 | $18,088-82.5% | $14,673-78.4% | $11,426-72.3% |