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 6-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 | $18,170 | $109,413-83.4% | $156,263-88.4% | $84,808-78.6% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.7pp | 68.3%+28.3pp |
| Annual return | 11.95% | 20.18%-8.2pp | 59.47%-47.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $875 | $2,907-69.9% | $4,333-79.8% | $2,631-66.7% |
| Participant deferral / active EE | $3,338 | $4,590-27.3% | $6,158-45.8% | $4,212-20.8% |
| Admin fee / account holder | $4,896 | $9,357-47.7% | $14,255-65.7% | $7,344-33.3% |