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 | $36,825 | $87,870-58.1% | $113,168-67.5% | $74,304-50.4% |
| Participation rate | 99.0% | 70.7%+28.3pp | 76.6%+22.4pp | 60.3%+38.7pp |
| Annual return | 13.06% | 26.44%-13.4pp | 24.27%-11.2pp | 29.43%-16.4pp |
| Employer contribution / active EE | $3,613 | $2,277+58.7% | $2,975+21.4% | $2,241+61.2% |
| Participant deferral / active EE | $4,302 | $4,241+1.4% | $5,107-15.8% | $3,767+14.2% |
| Admin fee / account holder | $2,576 | $3,368-23.5% | $12,068-78.7% | $2,969-13.2% |