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 6-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 | $21,920 | $84,487-74.1% | $125,339-82.5% | $66,914-67.2% |
| Participation rate | 81.7% | 76.4%+5.2pp | 82.4%-0.7pp | 69.8%+11.8pp |
| Annual return | -13.69% | -8.39%-5.3pp | 572.05%-585.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,666 | $3,553+3.2% | $4,814-23.8% | $2,544+44.1% |
| Participant deferral / active EE | $8,611 | $6,781+27.0% | $7,446+15.6% | $4,237+103.2% |
| Admin fee / account holder | $518 | $685-24.4% | $10,010-94.8% | $593-12.7% |