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 7-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 | $20,142 | $87,870-77.1% | $113,168-82.2% | $74,304-72.9% |
| Participation rate | 94.2% | 70.7%+23.5pp | 76.6%+17.7pp | 60.3%+33.9pp |
| Annual return | 39.94% | 26.44%+13.5pp | 24.27%+15.7pp | 29.43%+10.5pp |
| Employer contribution / active EE | $2,469 | $2,277+8.4% | $2,975-17.0% | $2,241+10.2% |
| Participant deferral / active EE | $6,085 | $4,241+43.5% | $5,107+19.1% | $3,767+61.5% |
| Admin fee / account holder | $1,751 | $3,368-48.0% | $12,068-85.5% | $2,969-41.0% |