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.)
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 | $20,290 | $81,460-75.1% | $103,333-80.4% | $80,856-74.9% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 11.53% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $8,734 | $3,105+181.3% | $3,868+125.8% | $2,755+217.0% |
| Participant deferral / active EE | $936 | $3,869-75.8% | $5,057-81.5% | $4,296-78.2% |
| Admin fee / account holder | $2,096 | $6,566-68.1% | $8,355-74.9% | $6,918-69.7% |