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 | $13,526 | $79,171-82.9% | $102,423-86.8% | $74,495-81.8% |
| Participation rate | 90.8% | 74.8%+16.0pp | 76.5%+14.3pp | 67.2%+23.6pp |
| Annual return | 13.91% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,320 | $2,362-44.1% | $3,023-56.4% | $2,623-49.7% |
| Participant deferral / active EE | $3,494 | $4,415-20.9% | $5,053-30.8% | $4,346-19.6% |
| Admin fee / account holder | $683 | $2,001-65.9% | $9,451-92.8% | $1,942-64.8% |