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 | $27,213 | $66,813-59.3% | $100,516-72.9% | $73,488-63.0% |
| Participation rate | 75.2% | 77.5%-2.3pp | 79.4%-4.2pp | 70.7%+4.5pp |
| Annual return | 59.68% | 25.70%+34.0pp | 30.89%+28.8pp | 28.51%+31.2pp |
| Employer contribution / active EE | $3,844 | $2,147+79.1% | $3,418+12.5% | $2,270+69.3% |
| Participant deferral / active EE | $7,108 | $5,883+20.8% | $6,270+13.4% | $3,740+90.1% |
| Admin fee / account holder | $1,285 | $512+150.8% | $8,081-84.1% | $513+150.4% |