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 | $23,187 | $148,978-84.4% | $200,582-88.4% | $84,808-72.7% |
| Participation rate | 70.4% | 84.2%-13.9pp | 86.9%-16.5pp | 68.3%+2.1pp |
| Annual return | -3.43% | 28.16%-31.6pp | 42.33%-45.8pp | 40.90%-44.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,638 | $7,142-7.1% | $9,331-28.9% | $4,212+57.6% |
| Admin fee / account holder | $1,655 | $13,977-88.2% | $16,305-89.8% | $7,344-77.5% |