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 4-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 | $1,905 | $54,705-96.5% | $71,209-97.3% | $84,808-97.8% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 6.82% | 35.90%-29.1pp | 282.51%-275.7pp | 40.90%-34.1pp |
| Employer contribution / active EE | $687 | $2,158-68.2% | $2,721-74.8% | $2,631-73.9% |
| Participant deferral / active EE | $761 | $3,030-74.9% | $4,175-81.8% | $4,212-81.9% |
| Admin fee / account holder | $1,325 | $4,863-72.8% | $5,349-75.2% | $7,344-82.0% |