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 3-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 | $4,975 | $71,050-93.0% | $93,606-94.7% | $80,856-93.8% |
| Participation rate | 94.6% | 60.4%+34.2pp | 68.7%+25.8pp | 67.6%+26.9pp |
| Annual return | 37.65% | 11.26%+26.4pp | 133.20%-95.5pp | 35.59%+2.1pp |
| Employer contribution / active EE | $1,416 | $1,564-9.5% | $2,420-41.5% | $2,755-48.6% |
| Participant deferral / active EE | $3,464 | $4,034-14.1% | $4,411-21.5% | $4,296-19.4% |
| Admin fee / account holder | $3,019 | $6,945-56.5% | $8,285-63.6% | $6,918-56.4% |