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 9-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 | $16,107 | $176,056-90.9% | $159,436-89.9% | $167,490-90.4% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 0.03% | 331.75%-331.7pp | 263.57%-263.5pp | 478.56%-478.5pp |
| Employer contribution / active EE | $1,290 | $5,297-75.7% | $4,829-73.3% | $4,837-73.3% |
| Participant deferral / active EE | $4,903 | $7,750-36.7% | $7,352-33.3% | $6,341-22.7% |
| Admin fee / account holder | $1,432 | $12,554-88.6% | $10,799-86.7% | $12,309-88.4% |