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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,448 | $79,013-67.8% | $100,391-74.7% | $74,495-65.8% |
| Participation rate | 70.9% | 79.5%-8.6pp | 81.5%-10.6pp | 67.2%+3.7pp |
| Annual return | 12.32% | 20.41%-8.1pp | 49.20%-36.9pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,411 | $3,021-20.2% | $3,942-38.8% | $2,623-8.1% |
| Participant deferral / active EE | $4,595 | $7,760-40.8% | $8,082-43.1% | $4,346+5.7% |
| Admin fee / account holder | $4,850 | $1,320+267.4% | $7,899-38.6% | $1,942+149.8% |