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 7-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 | $4,604 | $91,190-95.0% | $178,490-97.4% | $79,858-94.2% |
| Participation rate | 91.8% | 69.2%+22.6pp | 81.9%+9.8pp | 69.6%+22.1pp |
| Annual return | 44.27% | 24.19%+20.1pp | 151.07%-106.8pp | 31.71%+12.6pp |
| Employer contribution / active EE | $2,143 | $3,256-34.2% | $5,011-57.2% | $2,471-13.3% |
| Participant deferral / active EE | $936 | $3,236-71.1% | $5,202-82.0% | $3,740-75.0% |
| Admin fee / account holder | $451 | $6,751-93.3% | $13,984-96.8% | $5,306-91.5% |