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 10-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 | $28,469 | $100,923-71.8% | $150,045-81.0% | $74,304-61.7% |
| Participation rate | 93.3% | 70.1%+23.2pp | 82.3%+10.9pp | 60.3%+32.9pp |
| Annual return | 11.72% | 51.77%-40.0pp | 62.55%-50.8pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,864 | $3,463-46.2% | $4,693-60.3% | $2,241-16.8% |
| Participant deferral / active EE | $4,367 | $6,709-34.9% | $7,997-45.4% | $3,767+15.9% |
| Admin fee / account holder | $5,839 | $2,767+111.0% | $13,435-56.5% | $2,969+96.7% |