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 7-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 | $27,404 | $101,317-73.0% | $146,958-81.4% | $74,495-63.2% |
| Participation rate | 83.5% | 75.5%+7.9pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 42.42% | 8730.91%-8688.5pp | 418.34%-375.9pp | 1364.94%-1322.5pp |
| Employer contribution / active EE | $2,770 | $3,810-27.3% | $4,933-43.8% | $2,623+5.6% |
| Participant deferral / active EE | $4,924 | $7,303-32.6% | $8,070-39.0% | $4,346+13.3% |
| Admin fee / account holder | $1,641 | $1,739-5.6% | $12,998-87.4% | $1,942-15.5% |