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 | $2,971 | $60,022-95.1% | $88,946-96.7% | $84,808-96.5% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 24.10% | 22.43%+1.7pp | 57.82%-33.7pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,108 | $1,703-34.9% | $2,555-56.6% | $2,631-57.9% |
| Participant deferral / active EE | $1,360 | $3,114-56.3% | $4,581-70.3% | $4,212-67.7% |
| Admin fee / account holder | $430 | $4,811-91.1% | $8,261-94.8% | $7,344-94.1% |