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 6-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 | $22,302 | $123,793-82.0% | $177,821-87.5% | $79,858-72.1% |
| Participation rate | 79.4% | 84.7%-5.2pp | 87.7%-8.3pp | 69.6%+9.8pp |
| Annual return | 20.29% | 22.82%-2.5pp | 48.32%-28.0pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,228 | $4,095-70.0% | $5,918-79.3% | $2,471-50.3% |
| Participant deferral / active EE | $3,251 | $5,956-45.4% | $7,714-57.9% | $3,740-13.1% |
| Admin fee / account holder | $729 | $7,243-89.9% | $12,427-94.1% | $5,306-86.3% |