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.
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 | $4,147 | $106,515-96.1% | $96,683-95.7% | $139,434-97.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 22.32% | 38.43%-16.1pp | 35.69%-13.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $959 | $4,103-76.6% | $3,737-74.3% | $4,751-79.8% |
| Participant deferral / active EE | $959 | $5,454-82.4% | $4,878-80.3% | $6,710-85.7% |
| Admin fee / account holder | $368 | $7,877-95.3% | $6,730-94.5% | $11,403-96.8% |