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 | $10,462 | $81,460-87.2% | $103,333-89.9% | $80,856-87.1% |
| Participation rate | 82.8% | 66.8%+15.9pp | 74.5%+8.2pp | 67.6%+15.1pp |
| Annual return | 8.91% | 25.55%-16.6pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $935 | $3,105-69.9% | $3,868-75.8% | $2,755-66.1% |
| Participant deferral / active EE | $2,549 | $3,869-34.1% | $5,057-49.6% | $4,296-40.7% |
| Admin fee / account holder | $2,230 | $6,566-66.0% | $8,355-73.3% | $6,918-67.8% |