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 | $9,258 | $64,480-85.6% | $81,382-88.6% | $80,856-88.6% |
| Participation rate | 89.7% | 63.9%+25.8pp | 69.5%+20.2pp | 67.6%+22.0pp |
| Annual return | 7.56% | 16.34%-8.8pp | 24.73%-17.2pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,061 | $1,978-46.4% | $2,463-56.9% | $2,755-61.5% |
| Participant deferral / active EE | $2,919 | $3,094-5.6% | $3,883-24.8% | $4,296-32.0% |
| Admin fee / account holder | $1,187 | $5,671-79.1% | $5,768-79.4% | $6,918-82.8% |