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 3-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 | $1,825 | $58,208-96.9% | $81,812-97.8% | $80,856-97.7% |
| Participation rate | 84.3% | 63.4%+20.9pp | 72.3%+12.0pp | 67.6%+16.7pp |
| Annual return | 10.32% | 41.66%-31.3pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,278 | $3,281-61.0% | $4,319-70.4% | $4,296-70.2% |
| Admin fee / account holder | $386 | $4,981-92.2% | $7,386-94.8% | $6,918-94.4% |