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 5-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 | $25,453 | $80,968-68.6% | $96,544-73.6% | $75,163-66.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 41.88% | 27.06%+14.8pp | 25.84%+16.0pp | 160.62%-118.7pp |
| Employer contribution / active EE | $4,652 | $2,282+103.9% | $2,965+56.9% | $2,670+74.3% |
| Participant deferral / active EE | $7,834 | $3,928+99.4% | $4,851+61.5% | $4,125+89.9% |
| Admin fee / account holder | $2,096 | $6,724-68.8% | $8,252-74.6% | $5,651-62.9% |