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 9-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 | $14,362 | $89,355-83.9% | $141,162-89.8% | $72,985-80.3% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 17.90% | 111.85%-94.0pp | 71.39%-53.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,283 | $3,114-26.7% | $4,735-51.8% | $2,440-6.4% |
| Participant deferral / active EE | $3,133 | $5,418-42.2% | $6,709-53.3% | $3,607-13.1% |
| Admin fee / account holder | $968 | $5,958-83.7% | $10,261-90.6% | $5,124-81.1% |