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 | $3,878 | $101,724-96.2% | $164,813-97.6% | $80,856-95.2% |
| Participation rate | 83.5% | 71.8%+11.7pp | 78.6%+4.9pp | 67.6%+15.9pp |
| Annual return | 71.48% | 16.72%+54.8pp | 69.93%+1.6pp | 35.59%+35.9pp |
| Employer contribution / active EE | $1,232 | $2,953-58.3% | $4,341-71.6% | $2,755-55.3% |
| Participant deferral / active EE | $2,086 | $4,477-53.4% | $6,031-65.4% | $4,296-51.4% |
| Admin fee / account holder | $350 | $8,227-95.7% | $12,690-97.2% | $6,918-94.9% |