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 | $20,539 | $101,724-79.8% | $164,813-87.5% | $80,856-74.6% |
| Participation rate | 91.8% | 71.8%+20.0pp | 78.6%+13.2pp | 67.6%+24.2pp |
| Annual return | 29.27% | 16.72%+12.6pp | 69.93%-40.7pp | 35.59%-6.3pp |
| Employer contribution / active EE | $977 | $2,953-66.9% | $4,341-77.5% | $2,755-64.5% |
| Participant deferral / active EE | $4,885 | $4,477+9.1% | $6,031-19.0% | $4,296+13.7% |
| Admin fee / account holder | $419 | $8,227-94.9% | $12,690-96.7% | $6,918-93.9% |