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 | $10,122 | $129,942-92.2% | $104,294-90.3% | $134,475-92.5% |
| Participation rate | 82.6% | 79.5%+3.1pp | 73.3%+9.3pp | 81.2%+1.4pp |
| Annual return | -52.42% | 42.03%-94.5pp | 24.61%-77.0pp | 417.96%-470.4pp |
| Employer contribution / active EE | $3,647 | $4,184-12.8% | $3,372+8.2% | $4,740-23.1% |
| Participant deferral / active EE | $8,201 | $5,588+46.8% | $4,625+77.3% | $6,400+28.1% |
| Admin fee / account holder | $1,364 | $9,323-85.4% | $7,339-81.4% | $11,426-88.1% |