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 | $14,549 | $62,586-76.8% | $76,768-81.0% | $64,186-77.3% |
| Participation rate | 84.8% | 72.8%+12.0pp | 77.0%+7.8pp | 69.6%+15.2pp |
| Annual return | -9.47% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $2,523 | $1,832+37.7% | $2,485+1.5% | $2,381+6.0% |
| Participant deferral / active EE | $4,645 | $3,145+47.7% | $3,852+20.6% | $3,470+33.9% |
| Admin fee / account holder | $827 | $4,667-82.3% | $6,675-87.6% | $4,888-83.1% |