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 | $22,902 | $109,881-79.2% | $150,045-84.7% | $84,808-73.0% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 6.63% | 28.25%-21.6pp | 62.55%-55.9pp | 40.90%-34.3pp |
| Employer contribution / active EE | $1,772 | $3,561-50.2% | $4,693-62.2% | $2,631-32.7% |
| Participant deferral / active EE | $4,300 | $6,636-35.2% | $7,997-46.2% | $4,212+2.1% |
| Admin fee / account holder | $2,950 | $8,568-65.6% | $13,435-78.0% | $7,344-59.8% |