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 | $14,096 | $138,044-89.8% | $125,339-88.8% | $134,475-89.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -27.82% | 750.33%-778.1pp | 572.05%-599.9pp | 417.96%-445.8pp |
| Employer contribution / active EE | $1,866 | $5,243-64.4% | $4,814-61.2% | $4,740-60.6% |
| Participant deferral / active EE | $6,862 | $7,799-12.0% | $7,446-7.8% | $6,400+7.2% |
| Admin fee / account holder | $1,148 | $11,571-90.1% | $10,010-88.5% | $11,426-90.0% |