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 3-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 | $8,734 | $80,673-89.2% | $101,326-91.4% | $84,808-89.7% |
| Participation rate | 90.4% | 77.8%+12.6pp | 81.5%+8.9pp | 68.3%+22.1pp |
| Annual return | 46.23% | 38.95%+7.3pp | 36.82%+9.4pp | 40.90%+5.3pp |
| Employer contribution / active EE | $2,148 | $2,698-20.4% | $3,665-41.4% | $2,631-18.4% |
| Participant deferral / active EE | $2,594 | $6,840-62.1% | $7,994-67.5% | $4,212-38.4% |
| Admin fee / account holder | $632 | $12,784-95.1% | $11,185-94.4% | $7,344-91.4% |