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 5-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 | $12,879 | $71,050-81.9% | $93,606-86.2% | $80,856-84.1% |
| Participation rate | 89.2% | 60.4%+28.8pp | 68.7%+20.5pp | 67.6%+21.6pp |
| Annual return | 15.25% | 11.26%+4.0pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,192 | $1,564+104.1% | $2,420+31.9% | $2,755+15.9% |
| Participant deferral / active EE | $3,159 | $4,034-21.7% | $4,411-28.4% | $4,296-26.5% |
| Admin fee / account holder | $1,040 | $6,945-85.0% | $8,285-87.4% | $6,918-85.0% |