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 | $11,598 | $65,409-82.3% | $98,442-88.2% | $85,850-86.5% |
| Participation rate | 98.5% | 65.0%+33.5pp | 73.3%+25.2pp | 69.3%+29.2pp |
| Annual return | 15.67% | 21.76%-6.1pp | 1492.73%-1477.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $724 | $2,168-66.6% | $2,960-75.5% | $2,565-71.8% |
| Participant deferral / active EE | $3,685 | $3,166+16.4% | $4,276-13.8% | $3,952-6.8% |
| Admin fee / account holder | $1,451 | $4,593-68.4% | $5,949-75.6% | $6,260-76.8% |