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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $15,386 | $183,519-91.6% | $155,509-90.1% | $145,922-89.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.42% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,471 | $5,313-53.5% | $4,672-47.1% | $4,660-47.0% |
| Participant deferral / active EE | $1,518 | $6,462-76.5% | $5,626-73.0% | $6,688-77.3% |
| Admin fee / account holder | $3,548 | $19,313-81.6% | $15,912-77.7% | $13,397-73.5% |