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 | $1,315 | $88,751-98.5% | $81,812-98.4% | $145,922-99.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | -10.70% | 1025.40%-1036.1pp | 773.79%-784.5pp | 561.29%-572.0pp |
| Employer contribution / active EE | $695 | $3,083-77.4% | $2,912-76.1% | $4,660-85.1% |
| Participant deferral / active EE | $783 | $4,643-83.1% | $4,319-81.9% | $6,688-88.3% |
| Admin fee / account holder | $989 | $8,415-88.3% | $7,386-86.6% | $13,397-92.6% |