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 3-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 | $12,723 | $117,841-89.2% | $102,423-87.6% | $145,922-91.3% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 7.14% | 31.65%-24.5pp | 29.32%-22.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,008 | $3,615-44.4% | $3,023-33.6% | $4,660-56.9% |
| Participant deferral / active EE | $5,336 | $5,731-6.9% | $5,053+5.6% | $6,688-20.2% |
| Admin fee / account holder | $1,185 | $13,326-91.1% | $9,451-87.5% | $13,397-91.2% |