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 | $27,779 | $91,407-69.6% | $135,903-79.6% | $71,457-61.1% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 77.73% | 29.90%+47.8pp | 68.23%+9.5pp | 28.85%+48.9pp |
| Employer contribution / active EE | $5,098 | $3,703+37.7% | $4,856+5.0% | $2,588+97.0% |
| Participant deferral / active EE | $13,415 | $7,092+89.2% | $7,758+72.9% | $4,289+212.8% |
| Admin fee / account holder | $725 | $1,266-42.7% | $10,762-93.3% | $1,587-54.3% |