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 9-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 | $9,665 | $80,753-88.0% | $136,294-92.9% | $62,292-84.5% |
| Participation rate | 82.7% | 73.5%+9.2pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 53.13% | 35.83%+17.3pp | 5155.94%-5102.8pp | 28.90%+24.2pp |
| Employer contribution / active EE | $1,810 | $2,884-37.2% | $4,695-61.4% | $2,042-11.3% |
| Participant deferral / active EE | $4,494 | $5,164-13.0% | $6,247-28.1% | $3,169+41.8% |
| Admin fee / account holder | $642 | $525+22.3% | $9,243-93.1% | $479+34.0% |