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 | $6,504 | $153,772-95.8% | $133,980-95.1% | $273,961-97.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -10.72% | 36.51%-47.2pp | 29.30%-40.0pp | 41.45%-52.2pp |
| Employer contribution / active EE | $1,598 | $6,029-73.5% | $5,211-69.3% | $4,869-67.2% |
| Participant deferral / active EE | $2,773 | $6,958-60.1% | $6,282-55.9% | $5,287-47.6% |
| Admin fee / account holder | $1,834 | $11,765-84.4% | $9,324-80.3% | $10,132-81.9% |