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 | $28,970 | $87,870-67.0% | $113,168-74.4% | $74,304-61.0% |
| Participation rate | 72.8% | 70.7%+2.0pp | 76.6%-3.8pp | 60.3%+12.4pp |
| Annual return | 99.90% | 26.44%+73.5pp | 24.27%+75.6pp | 29.43%+70.5pp |
| Employer contribution / active EE | $1,166 | $2,277-48.8% | $2,975-60.8% | $2,241-48.0% |
| Participant deferral / active EE | $3,427 | $4,241-19.2% | $5,107-32.9% | $3,767-9.0% |
| Admin fee / account holder | $429 | $3,368-87.3% | $12,068-96.4% | $2,969-85.6% |