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 5-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 | $27,774 | $132,049-79.0% | $200,582-86.2% | $74,304-62.6% |
| Participation rate | 82.1% | 84.1%-2.0pp | 86.9%-4.8pp | 60.3%+21.7pp |
| Annual return | 30.16% | 22.22%+7.9pp | 42.33%-12.2pp | 29.43%+0.7pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,030 | $7,213-30.3% | $9,331-46.1% | $3,767+33.5% |
| Admin fee / account holder | $4,274 | $2,405+77.7% | $16,305-73.8% | $2,969+44.0% |