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 9-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.)
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 | $37,447 | $78,672-52.4% | $109,143-65.7% | $85,850-56.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.03% | 25.09%-7.1pp | 25.75%-7.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $642 | $2,735-76.5% | $3,722-82.8% | $2,565-75.0% |
| Participant deferral / active EE | $2,844 | $3,467-18.0% | $4,653-38.9% | $3,952-28.0% |
| Admin fee / account holder | $2,301 | $5,469-57.9% | $6,752-65.9% | $6,260-63.2% |