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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,707 | $84,487-74.3% | $125,339-82.7% | $66,914-67.6% |
| Participation rate | 85.8% | 76.4%+9.4pp | 82.4%+3.5pp | 69.8%+16.0pp |
| Annual return | -21.12% | -8.39%-12.7pp | 572.05%-593.2pp | 1.58%-22.7pp |
| Employer contribution / active EE | $3,626 | $3,553+2.0% | $4,814-24.7% | $2,544+42.5% |
| Participant deferral / active EE | $5,486 | $6,781-19.1% | $7,446-26.3% | $4,237+29.5% |
| Admin fee / account holder | $505 | $685-26.3% | $10,010-95.0% | $593-14.9% |