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 | $20,106 | $165,984-87.9% | $164,813-87.8% | $145,922-86.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.50% | 100.03%-95.5pp | 69.93%-65.4pp | 561.29%-556.8pp |
| Employer contribution / active EE | $7,953 | $5,273+50.8% | $4,341+83.2% | $4,660+70.7% |
| Participant deferral / active EE | $4,185 | $6,959-39.9% | $6,031-30.6% | $6,688-37.4% |
| Admin fee / account holder | $11,327 | $16,648-32.0% | $12,690-10.7% | $13,397-15.5% |