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 5-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.)
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 | $43,040 | $64,119-32.9% | $112,228-61.6% | $66,914-35.7% |
| Participation rate | 75.6% | 68.5%+7.2pp | 75.1%+0.6pp | 69.8%+5.8pp |
| Annual return | -2.14% | -13.81%+11.7pp | 27.45%-29.6pp | 1.58%-3.7pp |
| Employer contribution / active EE | $554 | $3,005-81.6% | $3,635-84.7% | $2,544-78.2% |
| Participant deferral / active EE | $3,208 | $3,693-13.1% | $4,728-32.1% | $4,237-24.3% |
| Admin fee / account holder | $4,989 | $625+698.0% | $6,410-22.2% | $593+741.0% |