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.)
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 | $4,968 | $56,629-91.2% | $77,999-93.6% | $55,167-91.0% |
| Participation rate | 97.2% | 73.3%+23.9pp | 75.5%+21.7pp | 69.0%+28.2pp |
| Annual return | 11.08% | 2866.98%-2855.9pp | 425.96%-414.9pp | 169.23%-158.1pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,459 | $2,777-47.4% | $3,497-58.3% | $3,054-52.2% |
| Admin fee / account holder | $316 | $467-32.4% | $5,480-94.2% | $504-37.4% |