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 | $27,354 | $109,413-75.0% | $156,263-82.5% | $84,808-67.7% |
| Participation rate | 84.3% | 72.7%+11.6pp | 78.9%+5.4pp | 68.3%+16.0pp |
| Annual return | 17.63% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,009 | $2,907-65.3% | $4,333-76.7% | $2,631-61.6% |
| Participant deferral / active EE | $483 | $4,590-89.5% | $6,158-92.2% | $4,212-88.5% |
| Admin fee / account holder | $6,126 | $9,357-34.5% | $14,255-57.0% | $7,344-16.6% |