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 7-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.
Employer 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 | $12,253 | $165,984-92.6% | $164,813-92.6% | $145,922-91.6% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 13.20% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,009 | $5,273-80.9% | $4,341-76.8% | $4,660-78.3% |
| Participant deferral / active EE | $2,383 | $6,959-65.8% | $6,031-60.5% | $6,688-64.4% |
| Admin fee / account holder | $1,077 | $16,648-93.5% | $12,690-91.5% | $13,397-92.0% |