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.
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 | $26,145 | $87,013-70.0% | $106,213-75.4% | $80,856-67.7% |
| Participation rate | 95.9% | 70.4%+25.5pp | 75.3%+20.6pp | 67.6%+28.3pp |
| Annual return | 30.86% | 17.05%+13.8pp | 116.14%-85.3pp | 35.59%-4.7pp |
| Employer contribution / active EE | $1,076 | $2,395-55.1% | $3,171-66.1% | $2,755-61.0% |
| Participant deferral / active EE | $3,167 | $3,986-20.6% | $5,016-36.9% | $4,296-26.3% |
| Admin fee / account holder | $3,105 | $8,431-63.2% | $11,033-71.9% | $6,918-55.1% |