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 8-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 | $13,753 | $82,664-83.4% | $125,339-89.0% | $68,494-79.9% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -20.06% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,808 | $3,381-16.9% | $4,814-41.7% | $2,596+8.2% |
| Participant deferral / active EE | $4,537 | $6,110-25.7% | $7,446-39.1% | $4,027+12.7% |
| Admin fee / account holder | $1,020 | $6,275-83.8% | $10,010-89.8% | $5,403-81.1% |