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 | $7,869 | $55,415-85.8% | $155,509-94.9% | $74,495-89.4% |
| Participation rate | 79.6% | 61.9%+17.7pp | 78.2%+1.5pp | 67.2%+12.4pp |
| Annual return | 52.03% | 268.50%-216.5pp | 64.67%-12.6pp | 1364.94%-1312.9pp |
| Employer contribution / active EE | $837 | $2,267-63.1% | $4,672-82.1% | $2,623-68.1% |
| Participant deferral / active EE | $1,854 | $2,836-34.6% | $5,626-67.0% | $4,346-57.3% |
| Admin fee / account holder | $1,171 | $1,738-32.6% | $15,912-92.6% | $1,942-39.7% |