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 | $20,209 | $70,475-71.3% | $100,516-79.9% | $79,858-74.7% |
| Participation rate | 88.1% | 73.7%+14.4pp | 79.4%+8.7pp | 69.6%+18.5pp |
| Annual return | 32.11% | 21.90%+10.2pp | 30.89%+1.2pp | 31.71%+0.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,311 | $5,181+79.7% | $6,270+48.5% | $3,740+149.0% |
| Admin fee / account holder | $1,469 | $4,478-67.2% | $8,081-81.8% | $5,306-72.3% |