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 | $36,820 | $63,299-41.8% | $91,001-59.5% | $62,292-40.9% |
| Participation rate | 87.6% | 73.3%+14.3pp | 75.6%+12.0pp | 69.5%+18.1pp |
| Annual return | 19.14% | 20.99%-1.9pp | 4.60%+14.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $335 | $1,807-81.4% | $2,456-86.3% | $2,042-83.6% |
| Participant deferral / active EE | $2,180 | $2,943-25.9% | $3,547-38.6% | $3,169-31.2% |
| Admin fee / account holder | $1,131 | $468+141.8% | $5,417-79.1% | $479+135.9% |