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 | $12,008 | $95,416-87.4% | $185,823-93.5% | $85,850-86.0% |
| Participation rate | 81.5% | 68.8%+12.7pp | 81.7%-0.2pp | 69.3%+12.2pp |
| Annual return | 5.98% | 23.59%-17.6pp | 122.05%-116.1pp | 318.53%-312.6pp |
| Employer contribution / active EE | $2,073 | $3,314-37.4% | $5,167-59.9% | $2,565-19.2% |
| Participant deferral / active EE | $4,622 | $3,423+35.0% | $5,568-17.0% | $3,952+17.0% |
| Admin fee / account holder | $1,793 | $7,213-75.1% | $16,237-89.0% | $6,260-71.4% |