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 6-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 | $5,247 | $48,750-89.2% | $88,946-94.1% | $74,304-92.9% |
| Participation rate | 76.1% | 44.5%+31.6pp | 68.8%+7.2pp | 60.3%+15.7pp |
| Annual return | 34.52% | 25.91%+8.6pp | 57.82%-23.3pp | 29.43%+5.1pp |
| Employer contribution / active EE | $656 | $1,255-47.7% | $2,555-74.3% | $2,241-70.7% |
| Participant deferral / active EE | $989 | $2,423-59.2% | $4,581-78.4% | $3,767-73.8% |
| Admin fee / account holder | $425 | $3,756-88.7% | $8,261-94.8% | $2,969-85.7% |