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 4-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.)
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 | $13,085 | $91,407-85.7% | $135,903-90.4% | $71,457-81.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 330.54% | 29.90%+300.6pp | 68.23%+262.3pp | 28.85%+301.7pp |
| Employer contribution / active EE | $2,430 | $3,703-34.4% | $4,856-50.0% | $2,588-6.1% |
| Participant deferral / active EE | $2,327 | $7,092-67.2% | $7,758-70.0% | $4,289-45.7% |
| Admin fee / account holder | $538 | $1,266-57.5% | $10,762-95.0% | $1,587-66.1% |