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 | $10,631 | $94,625-88.8% | $116,228-90.9% | $84,808-87.5% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.6%+18.6pp | 68.3%+24.8pp |
| Annual return | 27.31% | 20.40%+6.9pp | 90.06%-62.7pp | 40.90%-13.6pp |
| Employer contribution / active EE | $2,161 | $2,347-7.9% | $2,994-27.8% | $2,631-17.9% |
| Participant deferral / active EE | $3,364 | $3,972-15.3% | $4,953-32.1% | $4,212-20.1% |
| Admin fee / account holder | $317 | $10,091-96.9% | $11,989-97.4% | $7,344-95.7% |