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 | $17,217 | $93,571-81.6% | $135,903-87.3% | $75,163-77.1% |
| Participation rate | 89.6% | 75.2%+14.4pp | 81.9%+7.6pp | 67.2%+22.4pp |
| Annual return | 11.91% | 30.90%-19.0pp | 68.23%-56.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $854 | $3,537-75.9% | $4,856-82.4% | $2,670-68.0% |
| Participant deferral / active EE | $4,432 | $6,404-30.8% | $7,758-42.9% | $4,125+7.4% |
| Admin fee / account holder | $5,209 | $6,975-25.3% | $10,762-51.6% | $5,651-7.8% |