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 5-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 | $9,040 | $80,673-88.8% | $101,326-91.1% | $84,808-89.3% |
| Participation rate | 73.5% | 77.8%-4.3pp | 81.5%-8.0pp | 68.3%+5.2pp |
| Annual return | 10.50% | 38.95%-28.5pp | 36.82%-26.3pp | 40.90%-30.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,356 | $6,840-50.9% | $7,994-58.0% | $4,212-20.3% |
| Admin fee / account holder | $1,497 | $12,784-88.3% | $11,185-86.6% | $7,344-79.6% |