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.)
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 | $21,804 | $62,127-64.9% | $81,382-73.2% | $74,495-70.7% |
| Participation rate | 80.0% | 64.0%+16.0pp | 69.5%+10.5pp | 67.2%+12.8pp |
| Annual return | 137.85% | 16.48%+121.4pp | 24.73%+113.1pp | 1364.94%-1227.1pp |
| Employer contribution / active EE | $681 | $1,882-63.8% | $2,463-72.4% | $2,623-74.0% |
| Participant deferral / active EE | $784 | $3,229-75.7% | $3,883-79.8% | $4,346-82.0% |
| Admin fee / account holder | $2,582 | $1,934+33.5% | $5,768-55.2% | $1,942+33.0% |