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 8-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 | $8,050 | $48,750-83.5% | $88,946-90.9% | $74,304-89.2% |
| Participation rate | 89.0% | 44.5%+44.5pp | 68.8%+20.1pp | 60.3%+28.6pp |
| Annual return | 23.12% | 25.91%-2.8pp | 57.82%-34.7pp | 29.43%-6.3pp |
| Employer contribution / active EE | $1,146 | $1,255-8.7% | $2,555-55.1% | $2,241-48.9% |
| Participant deferral / active EE | $2,302 | $2,423-5.0% | $4,581-49.7% | $3,767-38.9% |
| Admin fee / account holder | $740 | $3,756-80.3% | $8,261-91.0% | $2,969-75.1% |