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 10-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 | $10,794 | $53,127-79.7% | $86,590-87.5% | $70,131-84.6% |
| Participation rate | 74.1% | 65.3%+8.8pp | 73.5%+0.5pp | 69.5%+4.5pp |
| Annual return | 7.62% | 27.66%-20.0pp | 964.84%-957.2pp | 73.14%-65.5pp |
| Employer contribution / active EE | $669 | $2,068-67.7% | $2,839-76.4% | $2,342-71.5% |
| Participant deferral / active EE | $954 | $2,696-64.6% | $3,609-73.6% | $3,332-71.4% |
| Admin fee / account holder | $846 | $3,585-76.4% | $4,906-82.7% | $4,645-81.8% |