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 | $14,440 | $52,293-72.4% | $178,490-91.9% | $73,409-80.3% |
| Participation rate | 93.6% | 65.3%+28.3pp | 81.9%+11.7pp | 72.2%+21.5pp |
| Annual return | 18.44% | 34.75%-16.3pp | 151.07%-132.6pp | 59.29%-40.9pp |
| Employer contribution / active EE | $447 | $1,735-74.2% | $5,011-91.1% | $2,234-80.0% |
| Participant deferral / active EE | $3,835 | $2,332+64.4% | $5,202-26.3% | $3,805+0.8% |
| Admin fee / account holder | $325 | $127+155.2% | $13,984-97.7% | $158+105.8% |