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 | $3,520 | $99,877-96.5% | $84,966-95.9% | $145,922-97.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.29% | 83.76%-79.5pp | 66.38%-62.1pp | 561.29%-557.0pp |
| Employer contribution / active EE | $911 | $3,231-71.8% | $2,727-66.6% | $4,660-80.5% |
| Participant deferral / active EE | $1,901 | $5,291-64.1% | $4,519-57.9% | $6,688-71.6% |
| Admin fee / account holder | $379 | $7,248-94.8% | $6,149-93.8% | $13,397-97.2% |