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 6-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.)
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 | $7,259 | $86,944-91.7% | $107,525-93.2% | $74,304-90.2% |
| Participation rate | 95.6% | 59.6%+36.0pp | 75.1%+20.5pp | 60.3%+35.2pp |
| Annual return | 21.89% | 23.52%-1.6pp | 181.32%-159.4pp | 29.43%-7.5pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,368 | $3,554-33.4% | $5,116-53.7% | $3,767-37.1% |
| Admin fee / account holder | $607 | $3,727-83.7% | $8,919-93.2% | $2,969-79.6% |