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 8-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 | $10,210 | $50,958-80.0% | $74,550-86.3% | $64,186-84.1% |
| Participation rate | 85.7% | 61.1%+24.7pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -18.01% | -1.86%-16.2pp | 32.53%-50.5pp | 7.63%-25.6pp |
| Employer contribution / active EE | $2,166 | $1,115+94.2% | $1,961+10.5% | $2,381-9.0% |
| Participant deferral / active EE | $4,962 | $2,301+115.6% | $3,108+59.7% | $3,470+43.0% |
| Admin fee / account holder | $439 | $4,223-89.6% | $5,060-91.3% | $4,888-91.0% |