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 7-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 | $22,886 | $102,317-77.6% | $146,958-84.4% | $80,856-71.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 9.44% | 134.76%-125.3pp | 418.34%-408.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,456 | $3,713-60.8% | $4,933-70.5% | $2,755-47.1% |
| Participant deferral / active EE | $4,249 | $6,644-36.0% | $8,070-47.4% | $4,296-1.1% |
| Admin fee / account holder | $634 | $7,941-92.0% | $12,998-95.1% | $6,918-90.8% |