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 | $28,860 | $109,413-73.6% | $156,263-81.5% | $84,808-66.0% |
| Participation rate | 94.6% | 72.7%+21.9pp | 78.9%+15.7pp | 68.3%+26.3pp |
| Annual return | 11.91% | 20.18%-8.3pp | 59.47%-47.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,314 | $2,907-20.4% | $4,333-46.6% | $2,631-12.1% |
| Participant deferral / active EE | $4,756 | $4,590+3.6% | $6,158-22.8% | $4,212+12.9% |
| Admin fee / account holder | $2,566 | $9,357-72.6% | $14,255-82.0% | $7,344-65.1% |