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 | $16,490 | $73,933-77.7% | $96,683-82.9% | $75,163-78.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.58% | 26.70%-4.1pp | 35.69%-13.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $2,344 | $2,928-19.9% | $3,737-37.3% | $2,670-12.2% |
| Participant deferral / active EE | $200 | $3,659-94.5% | $4,878-95.9% | $4,125-95.1% |
| Admin fee / account holder | $3,350 | $5,216-35.8% | $6,730-50.2% | $5,651-40.7% |