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 | $11,924 | $105,181-88.7% | $159,436-92.5% | $85,850-86.1% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.8%+5.7pp | 69.3%+19.3pp |
| Annual return | 14.38% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,715 | $3,318-48.3% | $4,829-64.5% | $2,565-33.1% |
| Participant deferral / active EE | $2,021 | $5,945-66.0% | $7,352-72.5% | $3,952-48.9% |
| Admin fee / account holder | $430 | $6,933-93.8% | $10,799-96.0% | $6,260-93.1% |