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 | $52,771 | $91,407-42.3% | $135,903-61.2% | $71,457-26.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.82% | 29.90%-9.1pp | 68.23%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $1,024 | $3,703-72.4% | $4,856-78.9% | $2,588-60.4% |
| Participant deferral / active EE | $3,075 | $7,092-56.6% | $7,758-60.4% | $4,289-28.3% |
| Admin fee / account holder | $3,985 | $1,266+214.8% | $10,762-63.0% | $1,587+151.0% |