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 | $5,266 | $65,557-92.0% | $64,056-91.8% | $71,457-92.6% |
| Participation rate | 92.0% | 73.2%+18.8pp | 72.3%+19.7pp | 67.9%+24.1pp |
| Annual return | 21.07% | 18.94%+2.1pp | 33.69%-12.6pp | 28.85%-7.8pp |
| Employer contribution / active EE | $1,439 | $2,669-46.1% | $2,747-47.6% | $2,588-44.4% |
| Participant deferral / active EE | $2,181 | $3,626-39.8% | $3,880-43.8% | $4,289-49.1% |
| Admin fee / account holder | $1,235 | $616+100.5% | $3,068-59.8% | $1,587-22.2% |