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 4-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 | $32,493 | $168,082-80.7% | $150,045-78.3% | - |
| Participation rate | 98.0% | 71.4%+26.6pp | 82.3%+15.7pp | - |
| Annual return | 23.08% | 24.81%-1.7pp | 62.55%-39.5pp | - |
| Employer contribution / active EE | $4,425 | $3,603+22.8% | $4,693-5.7% | - |
| Participant deferral / active EE | $7,424 | $7,053+5.3% | $7,997-7.2% | - |
| Admin fee / account holder | $1,334 | $7,866-83.0% | $13,435-90.1% | - |