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 8-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 | $17,680 | $101,724-82.6% | $164,813-89.3% | $80,856-78.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 7.58% | 16.72%-9.1pp | 69.93%-62.3pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,067 | $2,953-63.9% | $4,341-75.4% | $2,755-61.3% |
| Participant deferral / active EE | $2,479 | $4,477-44.6% | $6,031-58.9% | $4,296-42.3% |
| Admin fee / account holder | $339 | $8,227-95.9% | $12,690-97.3% | $6,918-95.1% |