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 | $3,722 | $56,053-93.4% | $75,972-95.1% | $80,856-95.4% |
| Participation rate | 95.6% | 62.0%+33.6pp | 69.1%+26.5pp | 67.6%+28.0pp |
| Annual return | 8.69% | 20.53%-11.8pp | 359.55%-350.9pp | 35.59%-26.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,903 | $3,052-37.6% | $4,255-55.3% | $4,296-55.7% |
| Admin fee / account holder | $584 | $5,234-88.8% | $6,467-91.0% | $6,918-91.6% |