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 | $3,618 | $158,398-97.7% | $126,539-97.1% | $142,382-97.5% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 4.73% | 593.76%-589.0pp | 425.95%-421.2pp | 217.08%-212.3pp |
| Employer contribution / active EE | $400 | $4,650-91.4% | $3,674-89.1% | $4,299-90.7% |
| Participant deferral / active EE | $1,038 | $4,767-78.2% | $4,083-74.6% | $6,507-84.1% |
| Admin fee / account holder | $927 | $6,918-86.6% | $6,065-84.7% | $12,624-92.7% |