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 | $16,534 | $76,050-78.3% | $96,544-82.9% | $71,457-76.9% |
| Participation rate | 78.1% | 74.4%+3.7pp | 76.0%+2.2pp | 67.9%+10.2pp |
| Annual return | 34.71% | 22.81%+11.9pp | 25.84%+8.9pp | 28.85%+5.9pp |
| Employer contribution / active EE | $2,004 | $2,244-10.7% | $2,965-32.4% | $2,588-22.6% |
| Participant deferral / active EE | $2,901 | $4,215-31.2% | $4,851-40.2% | $4,289-32.4% |
| Admin fee / account holder | $529 | $2,707-80.5% | $8,252-93.6% | $1,587-66.7% |