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 8-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 | $29,820 | $86,929-65.7% | $102,423-70.9% | $80,856-63.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.45% | 18.88%-9.4pp | 29.32%-19.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,846 | $2,369-22.1% | $3,023-39.0% | $2,755-33.0% |
| Participant deferral / active EE | $5,585 | $4,118+35.6% | $5,053+10.5% | $4,296+30.0% |
| Admin fee / account holder | $1,395 | $8,049-82.7% | $9,451-85.2% | $6,918-79.8% |