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 3-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 | $24,730 | $108,549-77.2% | $156,263-84.2% | $85,563-71.1% |
| Participation rate | 85.9% | 77.1%+8.8pp | 78.9%+7.0pp | 66.0%+19.9pp |
| Annual return | 84.58% | 21.79%+62.8pp | 59.47%+25.1pp | 31.51%+53.1pp |
| Employer contribution / active EE | $2,542 | $2,690-5.5% | $4,333-41.3% | $2,654-4.2% |
| Participant deferral / active EE | $4,874 | $4,800+1.5% | $6,158-20.9% | $4,375+11.4% |
| Admin fee / account holder | $1,078 | $650+65.9% | $14,255-92.4% | $834+29.3% |