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 9-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 | $4,771 | $81,248-94.1% | $155,509-96.9% | $80,856-94.1% |
| Participation rate | 82.9% | 66.2%+16.6pp | 78.2%+4.7pp | 67.6%+15.2pp |
| Annual return | 8.00% | 33.31%-25.3pp | 64.67%-56.7pp | 35.59%-27.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,752 | $3,452-49.2% | $5,626-68.9% | $4,296-59.2% |
| Admin fee / account holder | $1,235 | $7,997-84.6% | $15,912-92.2% | $6,918-82.1% |