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.
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 | $16,170 | $88,634-81.8% | $101,326-84.0% | $74,304-78.2% |
| Participation rate | 88.2% | 76.9%+11.3pp | 81.5%+6.7pp | 60.3%+27.8pp |
| Annual return | 94.76% | 33.10%+61.7pp | 36.82%+57.9pp | 29.43%+65.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,796 | $7,322+20.1% | $7,994+10.0% | $3,767+133.5% |
| Admin fee / account holder | $454 | $2,425-81.3% | $11,185-95.9% | $2,969-84.7% |