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 9-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 | $28,603 | $62,127-54.0% | $81,382-64.9% | $74,495-61.6% |
| Participation rate | 82.0% | 64.0%+18.0pp | 69.5%+12.5pp | 67.2%+14.8pp |
| Annual return | 19.32% | 16.48%+2.8pp | 24.73%-5.4pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $102 | $1,882-94.6% | $2,463-95.9% | $2,623-96.1% |
| Participant deferral / active EE | $1,916 | $3,229-40.7% | $3,883-50.7% | $4,346-55.9% |
| Admin fee / account holder | $2,513 | $1,934+29.9% | $5,768-56.4% | $1,942+29.4% |