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.
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 | $41,208 | $123,793-66.7% | $177,821-76.8% | $79,858-48.4% |
| Participation rate | 98.3% | 84.7%+13.6pp | 87.7%+10.6pp | 69.6%+28.6pp |
| Annual return | 4.70% | 22.82%-18.1pp | 48.32%-43.6pp | 31.71%-27.0pp |
| Employer contribution / active EE | $4,115 | $4,095+0.5% | $5,918-30.5% | $2,471+66.5% |
| Participant deferral / active EE | $2,586 | $5,956-56.6% | $7,714-66.5% | $3,740-30.9% |
| Admin fee / account holder | $753 | $7,243-89.6% | $12,427-93.9% | $5,306-85.8% |