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 | $19,330 | $71,883-73.1% | $86,677-77.7% | $68,494-71.8% |
| Participation rate | 85.3% | 72.2%+13.1pp | 76.6%+8.7pp | 67.9%+17.4pp |
| Annual return | -19.81% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $4,760 | $2,173+119.1% | $2,836+67.8% | $2,596+83.3% |
| Participant deferral / active EE | $4,253 | $3,779+12.5% | $4,656-8.7% | $4,027+5.6% |
| Admin fee / account holder | $1,088 | $6,112-82.2% | $7,493-85.5% | $5,403-79.9% |