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 6-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 | $5,123 | $48,265-89.4% | $68,791-92.6% | $68,494-92.5% |
| Participation rate | 95.8% | 60.7%+35.2pp | 69.0%+26.8pp | 67.9%+27.9pp |
| Annual return | -19.96% | -12.71%-7.3pp | -6.38%-13.6pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,168 | $1,829-36.1% | $2,655-56.0% | $2,596-55.0% |
| Participant deferral / active EE | $2,814 | $2,867-1.8% | $3,941-28.6% | $4,027-30.1% |
| Admin fee / account holder | $520 | $4,355-88.1% | $4,932-89.5% | $5,403-90.4% |