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 3-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 | $15,566 | $91,407-83.0% | $135,903-88.5% | $71,457-78.2% |
| Participation rate | 90.0% | 75.7%+14.3pp | 81.9%+8.1pp | 67.9%+22.1pp |
| Annual return | 11517.74% | 29.90%+11487.8pp | 68.23%+11449.5pp | 28.85%+11488.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,825 | $7,092+38.5% | $7,758+26.6% | $4,289+129.1% |
| Admin fee / account holder | $1,171 | $1,266-7.5% | $10,762-89.1% | $1,587-26.2% |