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 | $26,625 | $100,923-73.6% | $150,045-82.3% | $74,304-64.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 13.73% | 51.77%-38.0pp | 62.55%-48.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $3,248 | $3,463-6.2% | $4,693-30.8% | $2,241+44.9% |
| Participant deferral / active EE | $3,841 | $6,709-42.7% | $7,997-52.0% | $3,767+2.0% |
| Admin fee / account holder | $3,528 | $2,767+27.5% | $13,435-73.7% | $2,969+18.8% |