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 6-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 | $13,640 | $79,013-82.7% | $100,391-86.4% | $74,495-81.7% |
| Participation rate | 85.0% | 79.5%+5.5pp | 81.5%+3.5pp | 67.2%+17.8pp |
| Annual return | 55.89% | 20.41%+35.5pp | 49.20%+6.7pp | 1364.94%-1309.1pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,483 | $7,760-16.5% | $8,082-19.8% | $4,346+49.2% |
| Admin fee / account holder | $1,251 | $1,320-5.2% | $7,899-84.2% | $1,942-35.6% |