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 9-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 | $15,020 | $80,724-81.4% | $103,333-85.5% | $74,495-79.8% |
| Participation rate | 71.4% | 65.7%+5.7pp | 74.5%-3.1pp | 67.2%+4.2pp |
| Annual return | 11.92% | 27.56%-15.6pp | 24.88%-13.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,208 | $3,157-61.8% | $3,868-68.8% | $2,623-54.0% |
| Participant deferral / active EE | $1,688 | $3,860-56.3% | $5,057-66.6% | $4,346-61.2% |
| Admin fee / account holder | $1,134 | $2,368-52.1% | $8,355-86.4% | $1,942-41.6% |