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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,402 | $37,426-34.8% | $77,482-68.5% | $79,858-69.4% |
| Participation rate | 75.8% | 41.5%+34.3pp | 54.2%+21.6pp | 69.6%+6.1pp |
| Annual return | 11.12% | 39.70%-28.6pp | 54.79%-43.7pp | 31.71%-20.6pp |
| Employer contribution / active EE | $64 | $637-89.9% | $986-93.5% | $2,471-97.4% |
| Participant deferral / active EE | $2,265 | $1,260+79.8% | $1,861+21.7% | $3,740-39.4% |
| Admin fee / account holder | $386 | $2,504-84.6% | $2,858-86.5% | $5,306-92.7% |