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 | $7,503 | $65,561-88.6% | $86,188-91.3% | $75,163-90.0% |
| Participation rate | 93.3% | 60.5%+32.8pp | 69.0%+24.4pp | 67.2%+26.1pp |
| Annual return | 19.83% | 46.05%-26.2pp | 1168.45%-1148.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $995 | $1,553-35.9% | $2,380-58.2% | $2,670-62.7% |
| Participant deferral / active EE | $2,071 | $3,024-31.5% | $3,985-48.0% | $4,125-49.8% |
| Admin fee / account holder | $1,328 | $5,474-75.7% | $6,852-80.6% | $5,651-76.5% |