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 | $25,501 | $95,803-73.4% | $113,168-77.5% | $84,808-69.9% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 8.74% | 25.00%-16.3pp | 24.27%-15.5pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,468 | $2,360-37.8% | $2,975-50.6% | $2,631-44.2% |
| Participant deferral / active EE | $2,336 | $4,242-44.9% | $5,107-54.3% | $4,212-44.5% |
| Admin fee / account holder | $18,707 | $8,989+108.1% | $12,068+55.0% | $7,344+154.7% |