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 4-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 | $9,521 | $87,013-89.1% | $106,213-91.0% | $80,856-88.2% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.8pp | 67.6%+24.4pp |
| Annual return | 14.55% | 17.05%-2.5pp | 116.14%-101.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,013 | $2,395-57.7% | $3,171-68.1% | $2,755-63.2% |
| Participant deferral / active EE | $3,579 | $3,986-10.2% | $5,016-28.6% | $4,296-16.7% |
| Admin fee / account holder | $2,247 | $8,431-73.3% | $11,033-79.6% | $6,918-67.5% |