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 | $21,163 | $84,487-75.0% | $125,339-83.1% | $66,914-68.4% |
| Participation rate | 95.0% | 76.4%+18.5pp | 82.4%+12.6pp | 69.8%+25.2pp |
| Annual return | -17.16% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,409 | $6,781+68.2% | $7,446+53.2% | $4,237+169.3% |
| Admin fee / account holder | $1,090 | $685+59.1% | $10,010-89.1% | $593+83.7% |