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 | $6,154 | $53,127-88.4% | $86,590-92.9% | $70,131-91.2% |
| Participation rate | 95.3% | 65.3%+30.0pp | 73.5%+21.8pp | 69.5%+25.8pp |
| Annual return | 18.86% | 27.66%-8.8pp | 964.84%-946.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,789 | $2,068-13.5% | $2,839-37.0% | $2,342-23.6% |
| Participant deferral / active EE | $3,012 | $2,696+11.7% | $3,609-16.5% | $3,332-9.6% |
| Admin fee / account holder | $337 | $3,585-90.6% | $4,906-93.1% | $4,645-92.7% |