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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,567 | $54,701-67.9% | $86,188-79.6% | $71,457-75.4% |
| Participation rate | 91.1% | 60.1%+31.0pp | 69.0%+22.1pp | 67.9%+23.2pp |
| Annual return | 10.08% | 20.06%-10.0pp | 1168.45%-1158.4pp | 28.85%-18.8pp |
| Employer contribution / active EE | $1,352 | $1,265+6.9% | $2,380-43.2% | $2,588-47.8% |
| Participant deferral / active EE | $3,134 | $3,108+0.8% | $3,985-21.4% | $4,289-26.9% |
| Admin fee / account holder | $4,840 | $1,922+151.9% | $6,852-29.4% | $1,587+204.9% |