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 6-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 | $1,387 | $25,014-94.5% | $69,647-98.0% | $80,856-98.3% |
| Participation rate | 87.0% | 64.2%+22.7pp | 66.5%+20.5pp | 67.6%+19.3pp |
| Annual return | 8.30% | 19.07%-10.8pp | 100.48%-92.2pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $809 | $1,839-56.0% | $2,886-72.0% | $4,296-81.2% |
| Admin fee / account holder | $372 | $2,488-85.0% | $4,713-92.1% | $6,918-94.6% |