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.
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 | $45,195 | $62,586-27.8% | $76,768-41.1% | $64,186-29.6% |
| Participation rate | 87.6% | 72.8%+14.8pp | 77.0%+10.7pp | 69.6%+18.1pp |
| Annual return | -10.76% | -1.95%-8.8pp | 2.43%-13.2pp | 7.63%-18.4pp |
| Employer contribution / active EE | $303 | $1,832-83.4% | $2,485-87.8% | $2,381-87.3% |
| Participant deferral / active EE | $2,074 | $3,145-34.0% | $3,852-46.2% | $3,470-40.2% |
| Admin fee / account holder | $1,065 | $4,667-77.2% | $6,675-84.0% | $4,888-78.2% |