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 | $29,508 | $87,870-66.4% | $113,168-73.9% | $74,304-60.3% |
| Participation rate | 73.4% | 70.7%+2.6pp | 76.6%-3.2pp | 60.3%+13.0pp |
| Annual return | 26.73% | 26.44%+0.3pp | 24.27%+2.5pp | 29.43%-2.7pp |
| Employer contribution / active EE | $2,518 | $2,277+10.6% | $2,975-15.4% | $2,241+12.3% |
| Participant deferral / active EE | $6,558 | $4,241+54.6% | $5,107+28.4% | $3,767+74.1% |
| Admin fee / account holder | $2,703 | $3,368-19.8% | $12,068-77.6% | $2,969-9.0% |