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 7-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 | $15,970 | $93,170-82.9% | $100,534-84.1% | $84,808-81.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 12.23% | 47.13%-34.9pp | 32.66%-20.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,250 | $3,985-43.5% | $4,346-48.2% | $2,631-14.5% |
| Participant deferral / active EE | $3,980 | $5,699-30.2% | $6,144-35.2% | $4,212-5.5% |
| Admin fee / account holder | $470 | $7,382-93.6% | $7,654-93.9% | $7,344-93.6% |