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 | $14,661 | $71,516-79.5% | $98,439-85.1% | $71,457-79.5% |
| Participation rate | 95.7% | 72.7%+23.0pp | 75.2%+20.5pp | 67.9%+27.7pp |
| Annual return | 21.86% | 32.41%-10.6pp | 21.16%+0.7pp | 28.85%-7.0pp |
| Employer contribution / active EE | $1,001 | $2,399-58.3% | $3,048-67.1% | $2,588-61.3% |
| Participant deferral / active EE | $2,427 | $4,109-40.9% | $4,738-48.8% | $4,289-43.4% |
| Admin fee / account holder | $361 | $1,675-78.4% | $8,948-96.0% | $1,587-77.2% |