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 | $9,358 | $48,046-80.5% | $84,611-88.9% | $72,985-87.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 15.81% | 37.38%-21.6pp | 258.74%-242.9pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,404 | $1,602-12.4% | $2,652-47.1% | $2,440-42.5% |
| Participant deferral / active EE | $983 | $2,680-63.3% | $3,899-74.8% | $3,607-72.8% |
| Admin fee / account holder | $734 | $3,395-78.4% | $4,912-85.0% | $5,124-85.7% |