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 | $28,452 | $96,484-70.5% | $156,263-81.8% | $74,304-61.7% |
| Participation rate | 98.5% | 67.7%+30.8pp | 78.9%+19.6pp | 60.3%+38.1pp |
| Annual return | 34.12% | 17.73%+16.4pp | 59.47%-25.3pp | 29.43%+4.7pp |
| Employer contribution / active EE | $3,199 | $2,528+26.5% | $4,333-26.2% | $2,241+42.7% |
| Participant deferral / active EE | $5,911 | $4,286+37.9% | $6,158-4.0% | $3,767+56.9% |
| Admin fee / account holder | $7,838 | $3,728+110.3% | $14,255-45.0% | $2,969+164.0% |