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 | $16,513 | $85,766-80.7% | $136,294-87.9% | $70,131-76.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.51% | 31.45%-21.9pp | 5155.94%-5146.4pp | 73.14%-63.6pp |
| Employer contribution / active EE | $5,643 | $2,966+90.3% | $4,695+20.2% | $2,342+140.9% |
| Participant deferral / active EE | $3,451 | $5,051-31.7% | $6,247-44.8% | $3,332+3.6% |
| Admin fee / account holder | $461 | $5,420-91.5% | $9,243-95.0% | $4,645-90.1% |