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 7-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.
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 | $23,095 | $109,881-79.0% | $150,045-84.6% | $84,808-72.8% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 24.12% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $3,147 | $3,561-11.6% | $4,693-32.9% | $2,631+19.6% |
| Participant deferral / active EE | $8,095 | $6,636+22.0% | $7,997+1.2% | $4,212+92.2% |
| Admin fee / account holder | $452 | $8,568-94.7% | $13,435-96.6% | $7,344-93.9% |