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 3-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 | $25,584 | $86,929-70.6% | $102,423-75.0% | $80,856-68.4% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.6%+19.9pp |
| Annual return | 11.49% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $651 | $2,369-72.5% | $3,023-78.5% | $2,755-76.4% |
| Participant deferral / active EE | $2,143 | $4,118-48.0% | $5,053-57.6% | $4,296-50.1% |
| Admin fee / account holder | $2,167 | $8,049-73.1% | $9,451-77.1% | $6,918-68.7% |