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 | $6,761 | $80,717-91.6% | $154,803-95.6% | $84,808-92.0% |
| Participation rate | 75.8% | 66.8%+8.9pp | 78.1%-2.3pp | 68.3%+7.4pp |
| Annual return | 12.92% | 37.96%-25.0pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $432 | $2,761-84.4% | $4,305-90.0% | $2,631-83.6% |
| Participant deferral / active EE | $977 | $3,303-70.4% | $5,540-82.4% | $4,212-76.8% |
| Admin fee / account holder | $1,067 | $6,746-84.2% | $14,329-92.6% | $7,344-85.5% |