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 | $16,914 | $59,417-71.5% | $93,606-81.9% | $74,495-77.3% |
| Participation rate | 74.0% | 59.7%+14.3pp | 68.7%+5.3pp | 67.2%+6.8pp |
| Annual return | 13.36% | 81.83%-68.5pp | 133.20%-119.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,667 | $1,264+31.9% | $2,420-31.1% | $2,623-36.4% |
| Participant deferral / active EE | $3,579 | $3,050+17.4% | $4,411-18.9% | $4,346-17.6% |
| Admin fee / account holder | $2,146 | $3,021-29.0% | $8,285-74.1% | $1,942+10.5% |