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 8-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 | $6,580 | $35,986-81.7% | $77,482-91.5% | $73,488-91.0% |
| Participation rate | 79.0% | 40.8%+38.2pp | 54.2%+24.8pp | 70.7%+8.3pp |
| Annual return | 19.39% | 19.26%+0.1pp | 54.79%-35.4pp | 28.51%-9.1pp |
| Employer contribution / active EE | $801 | $557+43.6% | $986-18.8% | $2,270-64.7% |
| Participant deferral / active EE | $1,110 | $1,198-7.3% | $1,861-40.4% | $3,740-70.3% |
| Admin fee / account holder | $525 | $466+12.7% | $2,858-81.6% | $513+2.4% |