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 | $6,410 | $59,097-89.2% | $82,389-92.2% | $74,304-91.4% |
| Participation rate | 79.2% | 52.8%+26.4pp | 69.5%+9.6pp | 60.3%+18.8pp |
| Annual return | 26.07% | 22.85%+3.2pp | 28.67%-2.6pp | 29.43%-3.4pp |
| Employer contribution / active EE | $797 | $1,601-50.2% | $2,517-68.3% | $2,241-64.5% |
| Participant deferral / active EE | $1,733 | $2,775-37.5% | $4,155-58.3% | $3,767-54.0% |
| Admin fee / account holder | $1,242 | $4,489-72.3% | $7,231-82.8% | $2,969-58.2% |