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 10-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 | $21,951 | $100,923-78.2% | $150,045-85.4% | $74,304-70.5% |
| Participation rate | 71.8% | 70.1%+1.8pp | 82.3%-10.5pp | 60.3%+11.5pp |
| Annual return | 16.30% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,801 | $6,709-43.4% | $7,997-52.5% | $3,767+0.9% |
| Admin fee / account holder | $4,425 | $2,767+59.9% | $13,435-67.1% | $2,969+49.0% |