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 9-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 | $7,126 | $87,013-91.8% | $106,213-93.3% | $80,856-91.2% |
| Participation rate | 91.2% | 70.4%+20.8pp | 75.3%+15.9pp | 67.6%+23.6pp |
| Annual return | 12.29% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,737 | $2,395+14.3% | $3,171-13.7% | $2,755-0.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $307 | $8,431-96.4% | $11,033-97.2% | $6,918-95.6% |