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 | $12,786 | $148,534-91.4% | $135,903-90.6% | $139,434-90.8% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 12.06% | 79.19%-67.1pp | 68.23%-56.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,188 | $5,243-58.3% | $4,856-54.9% | $4,751-53.9% |
| Participant deferral / active EE | $4,882 | $8,100-39.7% | $7,758-37.1% | $6,710-27.2% |
| Admin fee / account holder | $520 | $12,400-95.8% | $10,762-95.2% | $11,403-95.4% |