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 | $39,684 | $549,947-92.8% | $177,821-77.7% | - |
| Participation rate | 98.0% | 87.8%+10.2pp | 87.7%+10.3pp | - |
| Annual return | 16.94% | 10.27%+6.7pp | 48.32%-31.4pp | - |
| Employer contribution / active EE | $2,558 | $3,110-17.7% | $5,918-56.8% | - |
| Participant deferral / active EE | $5,918 | $4,796+23.4% | $7,714-23.3% | - |
| Admin fee / account holder | $2,959 | $57,220-94.8% | $12,427-76.2% | - |