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 | $5,575 | $34,308-83.8% | $74,701-92.5% | $72,985-92.4% |
| Participation rate | 97.0% | 42.4%+54.6pp | 54.5%+42.6pp | 69.5%+27.5pp |
| Annual return | 7.28% | 26.58%-19.3pp | 752.92%-745.6pp | 81.00%-73.7pp |
| Employer contribution / active EE | $1,728 | $692+149.9% | $1,084+59.5% | $2,440-29.2% |
| Participant deferral / active EE | $1,567 | $1,271+23.3% | $1,964-20.2% | $3,607-56.6% |
| Admin fee / account holder | $718 | $2,124-66.2% | $3,333-78.5% | $5,124-86.0% |