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 7-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 | $12,342 | $86,929-85.8% | $102,423-88.0% | $80,856-84.7% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 1.82% | 18.88%-17.1pp | 29.32%-27.5pp | 35.59%-33.8pp |
| Employer contribution / active EE | $1,579 | $2,369-33.3% | $3,023-47.8% | $2,755-42.7% |
| Participant deferral / active EE | $4,180 | $4,118+1.5% | $5,053-17.3% | $4,296-2.7% |
| Admin fee / account holder | $365 | $8,049-95.5% | $9,451-96.1% | $6,918-94.7% |