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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,871 | $67,984-81.1% | $65,493-80.3% | $74,304-82.7% |
| Participation rate | 91.6% | 66.3%+25.3pp | 73.1%+18.5pp | 60.3%+31.2pp |
| Annual return | 5.63% | 19.87%-14.2pp | 982.45%-976.8pp | 29.43%-23.8pp |
| Employer contribution / active EE | $295 | $2,491-88.1% | $2,574-88.5% | $2,241-86.8% |
| Participant deferral / active EE | $1,182 | $3,346-64.7% | $3,961-70.2% | $3,767-68.6% |
| Admin fee / account holder | $677 | $1,373-50.7% | $5,028-86.5% | $2,969-77.2% |