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 10-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.
Employer 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 | $19,345 | $70,475-72.6% | $100,516-80.8% | $79,858-75.8% |
| Participation rate | 87.8% | 73.7%+14.1pp | 79.4%+8.4pp | 69.6%+18.1pp |
| Annual return | 26.93% | 21.90%+5.0pp | 30.89%-4.0pp | 31.71%-4.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,149 | $5,181-19.9% | $6,270-33.8% | $3,740+10.9% |
| Admin fee / account holder | $2,223 | $4,478-50.4% | $8,081-72.5% | $5,306-58.1% |