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 5-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 | $18,604 | $179,726-89.6% | $156,263-88.1% | $142,382-86.9% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 9.93% | 77.86%-67.9pp | 59.47%-49.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,034 | $5,069-59.9% | $4,333-53.1% | $4,299-52.7% |
| Participant deferral / active EE | $4,194 | $6,956-39.7% | $6,158-31.9% | $6,507-35.6% |
| Admin fee / account holder | $2,741 | $17,272-84.1% | $14,255-80.8% | $12,624-78.3% |