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 4-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 | $2,359 | $69,207-96.6% | $64,056-96.3% | $139,434-98.3% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 5.81% | 45.88%-40.1pp | 33.69%-27.9pp | 372.94%-367.1pp |
| Employer contribution / active EE | $1,133 | $3,182-64.4% | $2,747-58.7% | $4,751-76.1% |
| Participant deferral / active EE | $1,220 | $4,682-73.9% | $3,880-68.6% | $6,710-81.8% |
| Admin fee / account holder | $431 | $4,244-89.9% | $3,068-86.0% | $11,403-96.2% |