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 7-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 | $9,600 | $51,576-81.4% | $129,207-92.6% | $80,856-88.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 10.90% | 20.81%-9.9pp | 9417.33%-9406.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,301 | $1,584-17.9% | $4,153-68.7% | $2,755-52.8% |
| Participant deferral / active EE | $5,185 | $2,669+94.3% | $4,168+24.4% | $4,296+20.7% |
| Admin fee / account holder | $1,736 | $4,305-59.7% | $7,715-77.5% | $6,918-74.9% |