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.
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 | $21,382 | $215,321-90.1% | $143,757-85.1% | - |
| Participation rate | 89.9% | 60.1%+29.8pp | 80.3%+9.6pp | - |
| Annual return | -12.36% | -15.45%+3.1pp | -0.04%-12.3pp | - |
| Employer contribution / active EE | $641 | $1,875-65.8% | $4,951-87.0% | - |
| Participant deferral / active EE | $5,365 | $2,485+115.9% | $5,637-4.8% | - |
| Admin fee / account holder | $2,455 | $36,394-93.3% | $14,673-83.3% | - |