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 | $5,966 | $59,805-90.0% | $79,550-92.5% | $68,494-91.3% |
| Participation rate | 89.2% | 61.1%+28.1pp | 69.5%+19.7pp | 67.9%+21.3pp |
| Annual return | -25.06% | -12.30%-12.8pp | 0.16%-25.2pp | -7.84%-17.2pp |
| Employer contribution / active EE | $1,460 | $1,505-3.0% | $2,413-39.5% | $2,596-43.8% |
| Participant deferral / active EE | $2,983 | $3,024-1.4% | $3,985-25.2% | $4,027-25.9% |
| Admin fee / account holder | $567 | $4,835-88.3% | $6,832-91.7% | $5,403-89.5% |