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.
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.)
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 | $9,054 | $58,879-84.6% | $178,490-94.9% | $73,488-87.7% |
| Participation rate | 83.6% | 66.2%+17.4pp | 81.9%+1.7pp | 70.7%+13.0pp |
| Annual return | 28.23% | 24.86%+3.4pp | 151.07%-122.8pp | 28.51%-0.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,521 | $2,567+37.1% | $5,202-32.3% | $3,740-5.8% |
| Admin fee / account holder | $339 | $400-15.4% | $13,984-97.6% | $513-34.0% |