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 8-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.)
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 | $28,852 | $59,107-51.2% | $86,436-66.6% | $68,494-57.9% |
| Participation rate | 94.5% | 75.2%+19.3pp | 80.3%+14.2pp | 67.9%+26.6pp |
| Annual return | -19.47% | -0.23%-19.2pp | 4394.89%-4414.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,613 | $5,901+164.6% | $6,952+124.6% | $4,027+287.7% |
| Admin fee / account holder | $1,437 | $5,637-74.5% | $6,731-78.7% | $5,403-73.4% |