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 | $13,516 | $58,577-76.9% | $83,333-83.8% | $64,186-78.9% |
| Participation rate | 84.4% | 72.0%+12.3pp | 77.8%+6.6pp | 69.6%+14.8pp |
| Annual return | -10.37% | 9.65%-20.0pp | 10.63%-21.0pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,051 | $2,098-49.9% | $3,379-68.9% | $2,381-55.9% |
| Participant deferral / active EE | $4,248 | $4,654-8.7% | $5,565-23.7% | $3,470+22.4% |
| Admin fee / account holder | $992 | $9,275-89.3% | $7,510-86.8% | $4,888-79.7% |