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 | $6,094 | $61,272-90.1% | $149,673-95.9% | $71,457-91.5% |
| Participation rate | 89.4% | 62.5%+26.9pp | 78.8%+10.6pp | 67.9%+21.5pp |
| Annual return | 31.03% | 35.85%-4.8pp | 134.42%-103.4pp | 28.85%+2.2pp |
| Employer contribution / active EE | $812 | $2,378-65.8% | $4,818-83.1% | $2,588-68.6% |
| Participant deferral / active EE | $1,873 | $2,917-35.8% | $5,680-67.0% | $4,289-56.3% |
| Admin fee / account holder | $420 | $1,261-66.7% | $13,210-96.8% | $1,587-73.6% |