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 3-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 | $3,302 | $49,915-93.4% | $154,803-97.9% | $74,304-95.6% |
| Participation rate | 80.7% | 54.0%+26.8pp | 78.1%+2.7pp | 60.3%+20.4pp |
| Annual return | 20.49% | 34.06%-13.6pp | 58.88%-38.4pp | 29.43%-8.9pp |
| Employer contribution / active EE | $6 | $1,611-99.6% | $4,305-99.9% | $2,241-99.7% |
| Participant deferral / active EE | $1,629 | $2,255-27.8% | $5,540-70.6% | $3,767-56.8% |
| Admin fee / account holder | $414 | $2,189-81.1% | $14,329-97.1% | $2,969-86.1% |