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 | $31,528 | $96,484-67.3% | $156,263-79.8% | $74,304-57.6% |
| Participation rate | 97.5% | 67.7%+29.8pp | 78.9%+18.6pp | 60.3%+37.1pp |
| Annual return | 18.27% | 17.73%+0.5pp | 59.47%-41.2pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,410 | $2,528-4.7% | $4,333-44.4% | $2,241+7.5% |
| Participant deferral / active EE | $3,582 | $4,286-16.4% | $6,158-41.8% | $3,767-4.9% |
| Admin fee / account holder | $1,107 | $3,728-70.3% | $14,255-92.2% | $2,969-62.7% |