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 | $15,499 | $87,870-82.4% | $113,168-86.3% | $74,304-79.1% |
| Participation rate | 87.7% | 70.7%+17.0pp | 76.6%+11.2pp | 60.3%+27.4pp |
| Annual return | 28.95% | 26.44%+2.5pp | 24.27%+4.7pp | 29.43%-0.5pp |
| Employer contribution / active EE | $2,405 | $2,277+5.6% | $2,975-19.1% | $2,241+7.3% |
| Participant deferral / active EE | $4,901 | $4,241+15.6% | $5,107-4.0% | $3,767+30.1% |
| Admin fee / account holder | $1,618 | $3,368-52.0% | $12,068-86.6% | $2,969-45.5% |