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 4-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).
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 | $16,068 | $71,516-77.5% | $98,439-83.7% | $71,457-77.5% |
| Participation rate | 70.1% | 72.7%-2.6pp | 75.2%-5.1pp | 67.9%+2.1pp |
| Annual return | 18.69% | 32.41%-13.7pp | 21.16%-2.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,168 | $2,399-51.3% | $3,048-61.7% | $2,588-54.9% |
| Participant deferral / active EE | $1,719 | $4,109-58.2% | $4,738-63.7% | $4,289-59.9% |
| Admin fee / account holder | $741 | $1,675-55.8% | $8,948-91.7% | $1,587-53.3% |