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 | $15,298 | $226,064-93.2% | $182,532-91.6% | $152,861-90.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 4.59% | 192.51%-187.9pp | 148.54%-143.9pp | 345.32%-340.7pp |
| Employer contribution / active EE | $1,367 | $4,978-72.6% | $4,076-66.5% | $4,762-71.3% |
| Participant deferral / active EE | $2,733 | $6,368-57.1% | $5,524-50.5% | $5,850-53.3% |
| Admin fee / account holder | $5,965 | $10,703-44.3% | $8,592-30.6% | $11,596-48.6% |