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 | $21,376 | $87,733-75.6% | $106,548-79.9% | $85,850-75.1% |
| Participation rate | 75.9% | 71.9%+3.9pp | 76.1%-0.3pp | 69.3%+6.5pp |
| Annual return | 8.43% | 21.86%-13.4pp | 26.80%-18.4pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,186 | $2,073-42.8% | $2,819-57.9% | $2,565-53.7% |
| Participant deferral / active EE | $1,805 | $3,469-48.0% | $4,398-59.0% | $3,952-54.3% |
| Admin fee / account holder | $988 | $6,767-85.4% | $7,407-86.7% | $6,260-84.2% |