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.
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,479 | $48,795+40.3% | $65,493+4.6% | $84,808-19.3% |
| Participation rate | 82.3% | 67.0%+15.3pp | 73.1%+9.2pp | 68.3%+14.0pp |
| Annual return | 17.04% | 20.20%-3.2pp | 982.45%-965.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,872 | $2,928+32.2% | $3,961-2.3% | $4,212-8.1% |
| Admin fee / account holder | $2,161 | $3,877-44.3% | $5,028-57.0% | $7,344-70.6% |