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.)
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 | $28,114 | $78,485-64.2% | $106,213-73.5% | $74,495-62.3% |
| Participation rate | 75.7% | 72.8%+2.9pp | 75.3%+0.4pp | 67.2%+8.5pp |
| Annual return | 16.56% | 15.95%+0.6pp | 116.14%-99.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,076 | $4,322-52.0% | $5,016-58.6% | $4,346-52.2% |
| Admin fee / account holder | $1,969 | $2,232-11.8% | $11,033-82.2% | $1,942+1.4% |