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 10-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 | $13,506 | $57,354-76.5% | $83,848-83.9% | $64,186-79.0% |
| Participation rate | 78.1% | 68.6%+9.5pp | 76.1%+2.0pp | 69.6%+8.6pp |
| Annual return | -10.95% | 11.38%-22.3pp | 850.88%-861.8pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,671 | $2,545-34.3% | $3,631-54.0% | $2,381-29.8% |
| Participant deferral / active EE | $4,589 | $2,993+53.3% | $4,082+12.4% | $3,470+32.3% |
| Admin fee / account holder | $1,475 | $4,046-63.5% | $5,478-73.1% | $4,888-69.8% |