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 8-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 | $15,317 | $93,571-83.6% | $135,903-88.7% | $75,163-79.6% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 13.37% | 30.90%-17.5pp | 68.23%-54.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,509 | $3,537-57.3% | $4,856-68.9% | $2,670-43.5% |
| Participant deferral / active EE | $5,963 | $6,404-6.9% | $7,758-23.1% | $4,125+44.5% |
| Admin fee / account holder | $665 | $6,975-90.5% | $10,762-93.8% | $5,651-88.2% |