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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,361 | $91,407-73.3% | $135,903-82.1% | $71,457-65.9% |
| Participation rate | 73.0% | 75.7%-2.6pp | 81.9%-8.9pp | 67.9%+5.1pp |
| Annual return | 13.31% | 29.90%-16.6pp | 68.23%-54.9pp | 28.85%-15.5pp |
| Employer contribution / active EE | $1,734 | $3,703-53.2% | $4,856-64.3% | $2,588-33.0% |
| Participant deferral / active EE | $2,591 | $7,092-63.5% | $7,758-66.6% | $4,289-39.6% |
| Admin fee / account holder | $3,113 | $1,266+146.0% | $10,762-71.1% | $1,587+96.1% |