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 | $3,106 | $78,926-96.1% | $136,749-97.7% | $84,808-96.3% |
| Participation rate | 81.3% | 62.2%+19.1pp | 72.1%+9.1pp | 68.3%+12.9pp |
| Annual return | -10.01% | 18.17%-28.2pp | 24.33%-34.3pp | 40.90%-50.9pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,551 | $3,168-51.1% | $4,692-67.0% | $4,212-63.2% |
| Admin fee / account holder | $1,024 | $6,369-83.9% | $11,386-91.0% | $7,344-86.1% |