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 | $7,214 | $42,894-83.2% | $60,874-88.1% | $68,494-89.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.47% | -13.98%-5.5pp | 16.90%-36.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,327 | $1,978+68.2% | $2,701+23.2% | $2,596+28.2% |
| Participant deferral / active EE | $2,731 | $2,867-4.7% | $3,817-28.4% | $4,027-32.2% |
| Admin fee / account holder | $341 | $3,101-89.0% | $3,224-89.4% | $5,403-93.7% |