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.)
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 | $40,815 | $78,672-48.1% | $109,143-62.6% | $85,850-52.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.09% | 25.09%-8.0pp | 25.75%-8.7pp | 318.53%-301.4pp |
| Employer contribution / active EE | $6,265 | $2,735+129.1% | $3,722+68.3% | $2,565+144.2% |
| Participant deferral / active EE | $1,324 | $3,467-61.8% | $4,653-71.6% | $3,952-66.5% |
| Admin fee / account holder | $4,380 | $5,469-19.9% | $6,752-35.1% | $6,260-30.0% |