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 | $944 | $59,097-98.4% | $82,389-98.9% | $74,304-98.7% |
| Participation rate | 77.5% | 52.8%+24.7pp | 69.5%+8.0pp | 60.3%+17.2pp |
| Annual return | 23.43% | 22.85%+0.6pp | 28.67%-5.2pp | 29.43%-6.0pp |
| Employer contribution / active EE | $143 | $1,601-91.1% | $2,517-94.3% | $2,241-93.6% |
| Participant deferral / active EE | $1,126 | $2,775-59.4% | $4,155-72.9% | $3,767-70.1% |
| Admin fee / account holder | $303 | $4,489-93.3% | $7,231-95.8% | $2,969-89.8% |