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.)
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 | $39,817 | $64,119-37.9% | $112,228-64.5% | $66,914-40.5% |
| Participation rate | 80.7% | 68.5%+12.3pp | 75.1%+5.7pp | 69.8%+10.9pp |
| Annual return | -19.76% | -13.81%-5.9pp | 27.45%-47.2pp | 1.58%-21.3pp |
| Employer contribution / active EE | $3,664 | $3,005+21.9% | $3,635+0.8% | $2,544+44.0% |
| Participant deferral / active EE | $601 | $3,693-83.7% | $4,728-87.3% | $4,237-85.8% |
| Admin fee / account holder | $3,646 | $625+483.3% | $6,410-43.1% | $593+514.7% |