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).
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 | $104,362 | $109,881-5.0% | $150,045-30.4% | $84,808+23.1% |
| Participation rate | 98.9% | 76.1%+22.8pp | 82.3%+16.6pp | 68.3%+30.6pp |
| Annual return | 255.97% | 28.25%+227.7pp | 62.55%+193.4pp | 40.90%+215.1pp |
| Employer contribution / active EE | $356 | $3,561-90.0% | $4,693-92.4% | $2,631-86.5% |
| Participant deferral / active EE | $6,549 | $6,636-1.3% | $7,997-18.1% | $4,212+55.5% |
| Admin fee / account holder | $2,534 | $8,568-70.4% | $13,435-81.1% | $7,344-65.5% |