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 | $26,535 | $79,171-66.5% | $102,423-74.1% | $74,495-64.4% |
| Participation rate | 86.1% | 74.8%+11.3pp | 76.5%+9.6pp | 67.2%+18.9pp |
| Annual return | 16.04% | 54.93%-38.9pp | 29.32%-13.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,742 | $2,362-26.3% | $3,023-42.4% | $2,623-33.6% |
| Participant deferral / active EE | $2,355 | $4,415-46.7% | $5,053-53.4% | $4,346-45.8% |
| Admin fee / account holder | $1,542 | $2,001-22.9% | $9,451-83.7% | $1,942-20.6% |