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 | $38,916 | $69,362-43.9% | $101,248-61.6% | $73,488-47.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 17.69% | 18.46%-0.8pp | 46.47%-28.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $3,546 | $2,628+34.9% | $3,660-3.1% | $2,270+56.2% |
| Participant deferral / active EE | $783 | $3,300-76.3% | $4,370-82.1% | $3,740-79.0% |
| Admin fee / account holder | $821 | $704+16.7% | $5,945-86.2% | $513+60.1% |