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 | $5,063 | $65,409-92.3% | $98,442-94.9% | $85,850-94.1% |
| Participation rate | 87.0% | 65.0%+22.0pp | 73.3%+13.6pp | 69.3%+17.6pp |
| Annual return | 2.89% | 21.76%-18.9pp | 1492.73%-1489.8pp | 318.53%-315.6pp |
| Employer contribution / active EE | $618 | $2,168-71.5% | $2,960-79.1% | $2,565-75.9% |
| Participant deferral / active EE | $1,604 | $3,166-49.3% | $4,276-62.5% | $3,952-59.4% |
| Admin fee / account holder | $1,309 | $4,593-71.5% | $5,949-78.0% | $6,260-79.1% |