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 10-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 | $10,976 | $57,354-80.9% | $83,848-86.9% | $64,186-82.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.47% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,493 | $2,545-41.4% | $3,631-58.9% | $2,381-37.3% |
| Participant deferral / active EE | $2,443 | $2,993-18.4% | $4,082-40.1% | $3,470-29.6% |
| Admin fee / account holder | $989 | $4,046-75.5% | $5,478-81.9% | $4,888-79.8% |