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 4-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 | $16,913 | $126,574-86.6% | $106,213-84.1% | $145,922-88.4% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 6.86% | 224.79%-217.9pp | 116.14%-109.3pp | 561.29%-554.4pp |
| Employer contribution / active EE | $931 | $3,730-75.0% | $3,171-70.6% | $4,660-80.0% |
| Participant deferral / active EE | $6,894 | $5,724+20.5% | $5,016+37.5% | $6,688+3.1% |
| Admin fee / account holder | $968 | $17,304-94.4% | $11,033-91.2% | $13,397-92.8% |