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 | $19,197 | $81,625-76.5% | $167,512-88.5% | $74,304-74.2% |
| Participation rate | 85.4% | 60.0%+25.3pp | 77.1%+8.3pp | 60.3%+25.0pp |
| Annual return | 16.40% | 26.09%-9.7pp | 1615.79%-1599.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $723 | $2,010-64.0% | $3,882-81.4% | $2,241-67.7% |
| Participant deferral / active EE | $2,701 | $4,115-34.4% | $6,405-57.8% | $3,767-28.3% |
| Admin fee / account holder | $2,592 | $3,474-25.4% | $9,769-73.5% | $2,969-12.7% |