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 | $6,345 | $48,795-87.0% | $65,493-90.3% | $84,808-92.5% |
| Participation rate | 86.4% | 67.0%+19.4pp | 73.1%+13.3pp | 68.3%+18.1pp |
| Annual return | 19.79% | 20.20%-0.4pp | 982.45%-962.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,644 | $1,930-14.8% | $2,574-36.1% | $2,631-37.5% |
| Participant deferral / active EE | $891 | $2,928-69.6% | $3,961-77.5% | $4,212-78.8% |
| Admin fee / account holder | $388 | $3,877-90.0% | $5,028-92.3% | $7,344-94.7% |