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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,490 | $63,346-66.1% | $92,233-76.7% | $70,131-69.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.78% | 530.12%-519.3pp | 176.28%-165.5pp | 73.14%-62.4pp |
| Employer contribution / active EE | $658 | $2,471-73.4% | $3,679-82.1% | $2,342-71.9% |
| Participant deferral / active EE | $1,117 | $2,854-60.9% | $3,897-71.3% | $3,332-66.5% |
| Admin fee / account holder | $588 | $3,840-84.7% | $5,194-88.7% | $4,645-87.3% |