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 3-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 | $7,417 | $57,016-87.0% | $84,966-91.3% | $80,856-90.8% |
| Participation rate | 73.1% | 56.3%+16.7pp | 67.5%+5.6pp | 67.6%+5.4pp |
| Annual return | 38.82% | 21.66%+17.2pp | 66.38%-27.6pp | 35.59%+3.2pp |
| Employer contribution / active EE | $2,598 | $1,798+44.5% | $2,727-4.7% | $2,755-5.7% |
| Participant deferral / active EE | $5,770 | $3,110+85.5% | $4,519+27.7% | $4,296+34.3% |
| Admin fee / account holder | $2,049 | $4,980-58.9% | $6,149-66.7% | $6,918-70.4% |