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 | $14,220 | $84,487-83.2% | $125,339-88.7% | $66,914-78.7% |
| Participation rate | 88.1% | 76.4%+11.7pp | 82.4%+5.7pp | 69.8%+18.3pp |
| Annual return | -13.61% | -8.39%-5.2pp | 572.05%-585.7pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,139 | $3,553-67.9% | $4,814-76.3% | $2,544-55.2% |
| Participant deferral / active EE | $2,545 | $6,781-62.5% | $7,446-65.8% | $4,237-39.9% |
| Admin fee / account holder | $722 | $685+5.4% | $10,010-92.8% | $593+21.8% |