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 7-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 | $23,151 | $80,138-71.1% | $130,231-82.2% | $71,457-67.6% |
| Participation rate | 75.0% | 71.0%+4.0pp | 76.3%-1.3pp | 67.9%+7.1pp |
| Annual return | 140.33% | 16.81%+123.5pp | 38.77%+101.6pp | 28.85%+111.5pp |
| Employer contribution / active EE | $1,066 | $2,834-62.4% | $4,126-74.2% | $2,588-58.8% |
| Participant deferral / active EE | $1,830 | $4,641-60.6% | $6,799-73.1% | $4,289-57.3% |
| Admin fee / account holder | $2,087 | $1,035+101.6% | $6,020-65.3% | $1,587+31.4% |