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.
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 | $29,095 | $60,892-52.2% | $82,389-64.7% | $84,808-65.7% |
| Participation rate | 98.3% | 63.3%+35.1pp | 69.5%+28.8pp | 68.3%+30.0pp |
| Annual return | 14.87% | 37.29%-22.4pp | 28.67%-13.8pp | 40.90%-26.0pp |
| Employer contribution / active EE | $285 | $1,779-84.0% | $2,517-88.7% | $2,631-89.2% |
| Participant deferral / active EE | $3,434 | $3,179+8.0% | $4,155-17.3% | $4,212-18.5% |
| Admin fee / account holder | $757 | $5,467-86.2% | $7,231-89.5% | $7,344-89.7% |