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 4-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 | $7,185 | $64,480-88.9% | $81,382-91.2% | $80,856-91.1% |
| Participation rate | 85.4% | 63.9%+21.5pp | 69.5%+15.9pp | 67.6%+17.7pp |
| Annual return | 8.48% | 16.34%-7.9pp | 24.73%-16.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,268 | $1,978-35.9% | $2,463-48.5% | $2,755-54.0% |
| Participant deferral / active EE | $2,377 | $3,094-23.2% | $3,883-38.8% | $4,296-44.7% |
| Admin fee / account holder | $1,081 | $5,671-80.9% | $5,768-81.3% | $6,918-84.4% |