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.)
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 | $18,160 | $105,181-82.7% | $159,436-88.6% | $85,850-78.8% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.8%-3.4pp | 69.3%+10.1pp |
| Annual return | 14.45% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $773 | $3,318-76.7% | $4,829-84.0% | $2,565-69.9% |
| Participant deferral / active EE | $2,249 | $5,945-62.2% | $7,352-69.4% | $3,952-43.1% |
| Admin fee / account holder | $1,782 | $6,933-74.3% | $10,799-83.5% | $6,260-71.5% |