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.
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.)
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 | $18,929 | $91,190-79.2% | $178,490-89.4% | $79,858-76.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.54% | 24.19%-13.7pp | 151.07%-140.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,688 | $3,256-48.1% | $5,011-66.3% | $2,471-31.7% |
| Participant deferral / active EE | $484 | $3,236-85.0% | $5,202-90.7% | $3,740-87.0% |
| Admin fee / account holder | $1,087 | $6,751-83.9% | $13,984-92.2% | $5,306-79.5% |