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 6-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 | $10,061 | $78,672-87.2% | $109,143-90.8% | $85,850-88.3% |
| Participation rate | 88.0% | 68.3%+19.7pp | 75.9%+12.1pp | 69.3%+18.7pp |
| Annual return | 17.20% | 25.09%-7.9pp | 25.75%-8.6pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,377 | $2,735-13.1% | $3,722-36.1% | $2,565-7.4% |
| Participant deferral / active EE | $2,550 | $3,467-26.4% | $4,653-45.2% | $3,952-35.5% |
| Admin fee / account holder | $770 | $5,469-85.9% | $6,752-88.6% | $6,260-87.7% |