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 | $10,880 | $80,753-86.5% | $136,294-92.0% | $62,292-82.5% |
| Participation rate | 85.2% | 73.5%+11.6pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 31.35% | 35.83%-4.5pp | 5155.94%-5124.6pp | 28.90%+2.5pp |
| Employer contribution / active EE | $702 | $2,884-75.7% | $4,695-85.0% | $2,042-65.6% |
| Participant deferral / active EE | $4,018 | $5,164-22.2% | $6,247-35.7% | $3,169+26.8% |
| Admin fee / account holder | $327 | $525-37.7% | $9,243-96.5% | $479-31.7% |