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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,111 | $81,460-69.2% | $103,333-75.7% | $80,856-68.9% |
| Participation rate | 97.9% | 66.8%+31.0pp | 74.5%+23.4pp | 67.6%+30.2pp |
| Annual return | 3.78% | 25.55%-21.8pp | 24.88%-21.1pp | 35.59%-31.8pp |
| Employer contribution / active EE | $4,919 | $3,105+58.4% | $3,868+27.2% | $2,755+78.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $436 | $6,566-93.4% | $8,355-94.8% | $6,918-93.7% |