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 | $6,382 | $80,673-92.1% | $101,326-93.7% | $84,808-92.5% |
| Participation rate | 83.3% | 77.8%+5.6pp | 81.5%+1.8pp | 68.3%+15.0pp |
| Annual return | 10.49% | 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 | $3,281 | $6,840-52.0% | $7,994-59.0% | $4,212-22.1% |
| Admin fee / account holder | $4,339 | $12,784-66.1% | $11,185-61.2% | $7,344-40.9% |