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 | $18,586 | $55,214-66.3% | $104,607-82.2% | $73,488-74.7% |
| Participation rate | 96.4% | 67.8%+28.6pp | 74.1%+22.3pp | 70.7%+25.7pp |
| Annual return | 26.44% | 24.79%+1.7pp | 340.46%-314.0pp | 28.51%-2.1pp |
| Employer contribution / active EE | $2,139 | $1,468+45.7% | $2,681-20.2% | $2,270-5.8% |
| Participant deferral / active EE | $5,347 | $2,925+82.8% | $3,740+43.0% | $3,740+43.0% |
| Admin fee / account holder | $564 | $424+33.0% | $6,473-91.3% | $513+9.8% |