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 | $21,699 | $109,413-80.2% | $156,263-86.1% | $84,808-74.4% |
| Participation rate | 84.8% | 72.7%+12.1pp | 78.9%+5.9pp | 68.3%+16.5pp |
| Annual return | 6.75% | 20.18%-13.4pp | 59.47%-52.7pp | 40.90%-34.1pp |
| Employer contribution / active EE | $1,336 | $2,907-54.0% | $4,333-69.2% | $2,631-49.2% |
| Participant deferral / active EE | $2,352 | $4,590-48.7% | $6,158-61.8% | $4,212-44.1% |
| Admin fee / account holder | $820 | $9,357-91.2% | $14,255-94.2% | $7,344-88.8% |