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 10-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 | $23,138 | $87,733-73.6% | $106,548-78.3% | $85,850-73.0% |
| Participation rate | 96.4% | 71.9%+24.4pp | 76.1%+20.2pp | 69.3%+27.0pp |
| Annual return | 12.67% | 21.86%-9.2pp | 26.80%-14.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,967 | $2,073-5.1% | $2,819-30.2% | $2,565-23.3% |
| Participant deferral / active EE | $2,456 | $3,469-29.2% | $4,398-44.2% | $3,952-37.9% |
| Admin fee / account holder | $5,944 | $6,767-12.2% | $7,407-19.8% | $6,260-5.0% |