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 | $32,044 | $198,466-83.9% | $170,442-81.2% | $147,584-78.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.29% | 257.29%-252.0pp | 205.93%-200.6pp | 578.55%-573.3pp |
| Employer contribution / active EE | $8,284 | $6,184+34.0% | $5,433+52.5% | $4,876+69.9% |
| Participant deferral / active EE | $4,747 | $5,629-15.7% | $4,939-3.9% | $5,439-12.7% |
| Admin fee / account holder | $310 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |