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.
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 | $12,971 | $63,346-79.5% | $92,233-85.9% | $70,131-81.5% |
| Participation rate | 91.7% | 68.7%+23.0pp | 76.5%+15.2pp | 69.5%+22.1pp |
| Annual return | 13.86% | 530.12%-516.3pp | 176.28%-162.4pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,594 | $2,471-35.5% | $3,679-56.7% | $2,342-31.9% |
| Participant deferral / active EE | $655 | $2,854-77.1% | $3,897-83.2% | $3,332-80.4% |
| Admin fee / account holder | $433 | $3,840-88.7% | $5,194-91.7% | $4,645-90.7% |