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 4-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 | $2,153 | $49,915-95.7% | $154,803-98.6% | $74,304-97.1% |
| Participation rate | 86.6% | 54.0%+32.7pp | 78.1%+8.5pp | 60.3%+26.3pp |
| Annual return | 27.52% | 34.06%-6.5pp | 58.88%-31.4pp | 29.43%-1.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,073 | $2,255-52.4% | $5,540-80.6% | $3,767-71.5% |
| Admin fee / account holder | $313 | $2,189-85.7% | $14,329-97.8% | $2,969-89.5% |