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.)
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 | $46,554 | $125,758-63.0% | $169,993-72.6% | $75,163-38.1% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 14.90% | 27.20%-12.3pp | 53.37%-38.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,995 | $4,615-56.8% | $6,785-70.6% | $2,670-25.3% |
| Participant deferral / active EE | $2,973 | $6,837-56.5% | $10,408-71.4% | $4,125-27.9% |
| Admin fee / account holder | $1,955 | $8,173-76.1% | $12,815-84.7% | $5,651-65.4% |