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 | $14,162 | $91,407-84.5% | $135,903-89.6% | $71,457-80.2% |
| Participation rate | 85.8% | 75.7%+10.2pp | 81.9%+3.9pp | 67.9%+17.9pp |
| Annual return | 2463.91% | 29.90%+2434.0pp | 68.23%+2395.7pp | 28.85%+2435.1pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,106 | $7,092-13.9% | $7,758-21.3% | $4,289+42.4% |
| Admin fee / account holder | $868 | $1,266-31.4% | $10,762-91.9% | $1,587-45.3% |