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 | $25,411 | $91,538-72.2% | $129,995-80.5% | $75,163-66.2% |
| Participation rate | 74.0% | 71.4%+2.5pp | 78.5%-4.5pp | 67.2%+6.8pp |
| Annual return | 14.97% | -631.11%+646.1pp | -137.18%+152.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,449 | $2,845-49.1% | $4,320-66.5% | $2,670-45.7% |
| Participant deferral / active EE | $2,330 | $4,341-46.3% | $5,820-60.0% | $4,125-43.5% |
| Admin fee / account holder | $2,321 | $6,790-65.8% | $10,614-78.1% | $5,651-58.9% |