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 | $3,117 | $72,012-95.7% | $185,823-98.3% | $79,858-96.1% |
| Participation rate | 70.3% | 65.8%+4.6pp | 78.0%-7.7pp | 69.6%+0.7pp |
| Annual return | 12.42% | 23.12%-10.7pp | 35.95%-23.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $675 | $3,779-82.1% | $5,632-88.0% | $3,740-82.0% |
| Admin fee / account holder | $487 | $4,513-89.2% | $9,500-94.9% | $5,306-90.8% |