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 4-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 | $12,466 | $77,314-83.9% | $177,989-93.0% | $80,856-84.6% |
| Participation rate | 84.4% | 65.7%+18.7pp | 77.1%+7.3pp | 67.6%+16.7pp |
| Annual return | 8.35% | 18.09%-9.7pp | 294.48%-286.1pp | 35.59%-27.2pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,368 | $4,411-46.3% | $6,276-62.3% | $4,296-44.9% |
| Admin fee / account holder | $870 | $7,191-87.9% | $10,363-91.6% | $6,918-87.4% |