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 7-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).
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 | $22,144 | $80,724-72.6% | $103,333-78.6% | $74,495-70.3% |
| Participation rate | 77.7% | 65.7%+12.0pp | 74.5%+3.2pp | 67.2%+10.5pp |
| Annual return | 11.33% | 27.56%-16.2pp | 24.88%-13.6pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $615 | $3,157-80.5% | $3,868-84.1% | $2,623-76.6% |
| Participant deferral / active EE | $3,321 | $3,860-14.0% | $5,057-34.3% | $4,346-23.6% |
| Admin fee / account holder | $2,100 | $2,368-11.3% | $8,355-74.9% | $1,942+8.1% |