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 5-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 | $3,410 | $60,022-94.3% | $88,946-96.2% | $84,808-96.0% |
| Participation rate | 72.4% | 57.8%+14.6pp | 68.8%+3.6pp | 68.3%+4.1pp |
| Annual return | 13.37% | 22.43%-9.1pp | 57.82%-44.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,013 | $1,703-40.5% | $2,555-60.3% | $2,631-61.5% |
| Participant deferral / active EE | $1,239 | $3,114-60.2% | $4,581-73.0% | $4,212-70.6% |
| Admin fee / account holder | $1,495 | $4,811-68.9% | $8,261-81.9% | $7,344-79.6% |