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 | $19,662 | $67,411-70.8% | $91,001-78.4% | $70,131-72.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.07% | -40.16%+50.2pp | 4.60%+5.5pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,809 | $1,786+1.3% | $2,456-26.3% | $2,342-22.8% |
| Participant deferral / active EE | $2,448 | $2,823-13.3% | $3,547-31.0% | $3,332-26.5% |
| Admin fee / account holder | $406 | $4,236-90.4% | $5,417-92.5% | $4,645-91.3% |