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 8-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 | $25,323 | $86,929-70.9% | $102,423-75.3% | $80,856-68.7% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+25.0pp |
| Annual return | -0.62% | 18.88%-19.5pp | 29.32%-29.9pp | 35.59%-36.2pp |
| Employer contribution / active EE | $3,907 | $2,369+64.9% | $3,023+29.2% | $2,755+41.8% |
| Participant deferral / active EE | $2,964 | $4,118-28.0% | $5,053-41.3% | $4,296-31.0% |
| Admin fee / account holder | $4,166 | $8,049-48.2% | $9,451-55.9% | $6,918-39.8% |