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 | $27,423 | $76,050-63.9% | $96,544-71.6% | $71,457-61.6% |
| Participation rate | 84.2% | 74.4%+9.8pp | 76.0%+8.2pp | 67.9%+16.3pp |
| Annual return | 81.82% | 22.81%+59.0pp | 25.84%+56.0pp | 28.85%+53.0pp |
| Employer contribution / active EE | $2,402 | $2,244+7.0% | $2,965-19.0% | $2,588-7.2% |
| Participant deferral / active EE | $6,402 | $4,215+51.9% | $4,851+32.0% | $4,289+49.3% |
| Admin fee / account holder | $2,014 | $2,707-25.6% | $8,252-75.6% | $1,587+26.9% |