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 | $5,344 | $114,381-95.3% | $107,525-95.0% | $142,382-96.2% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 8.47% | 242.71%-234.2pp | 181.32%-172.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,024 | $4,015-74.5% | $3,754-72.7% | $4,299-76.2% |
| Participant deferral / active EE | $1,910 | $5,564-65.7% | $5,116-62.7% | $6,507-70.6% |
| Admin fee / account holder | $2,254 | $9,860-77.1% | $8,919-74.7% | $12,624-82.1% |