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 | $32,781 | $86,944-62.3% | $107,525-69.5% | $74,304-55.9% |
| Participation rate | 81.2% | 59.6%+21.6pp | 75.1%+6.1pp | 60.3%+20.8pp |
| Annual return | 15.67% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.8pp |
| Employer contribution / active EE | $4,244 | $2,757+54.0% | $3,754+13.1% | $2,241+89.4% |
| Participant deferral / active EE | $761 | $3,554-78.6% | $5,116-85.1% | $3,767-79.8% |
| Admin fee / account holder | $2,207 | $3,727-40.8% | $8,919-75.3% | $2,969-25.7% |