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 | $17,875 | $109,413-83.7% | $156,263-88.6% | $84,808-78.9% |
| Participation rate | 91.4% | 72.7%+18.7pp | 78.9%+12.5pp | 68.3%+23.1pp |
| Annual return | 11.82% | 20.18%-8.4pp | 59.47%-47.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,079 | $2,907-62.9% | $4,333-75.1% | $2,631-59.0% |
| Participant deferral / active EE | $2,512 | $4,590-45.3% | $6,158-59.2% | $4,212-40.4% |
| Admin fee / account holder | $1,376 | $9,357-85.3% | $14,255-90.3% | $7,344-81.3% |