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 | $19,531 | $89,753-78.2% | $107,525-81.8% | $84,808-77.0% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.7pp |
| Annual return | 18.34% | 29.48%-11.1pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,236 | $3,113+3.9% | $3,754-13.8% | $2,631+23.0% |
| Participant deferral / active EE | $3,372 | $4,056-16.9% | $5,116-34.1% | $4,212-19.9% |
| Admin fee / account holder | $1,184 | $7,222-83.6% | $8,919-86.7% | $7,344-83.9% |