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 8-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 | $24,115 | $102,317-76.4% | $146,958-83.6% | $80,856-70.2% |
| Participation rate | 74.5% | 75.8%-1.4pp | 82.2%-7.7pp | 67.6%+6.8pp |
| Annual return | 13.39% | 134.76%-121.4pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,305 | $3,713-64.9% | $4,933-73.5% | $2,755-52.6% |
| Participant deferral / active EE | $2,522 | $6,644-62.0% | $8,070-68.7% | $4,296-41.3% |
| Admin fee / account holder | $606 | $7,941-92.4% | $12,998-95.3% | $6,918-91.2% |