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 | $14,706 | $87,870-83.3% | $113,168-87.0% | $74,304-80.2% |
| Participation rate | 93.5% | 70.7%+22.8pp | 76.6%+17.0pp | 60.3%+33.2pp |
| Annual return | 20.85% | 26.44%-5.6pp | 24.27%-3.4pp | 29.43%-8.6pp |
| Employer contribution / active EE | $4,720 | $2,277+107.3% | $2,975+58.6% | $2,241+110.6% |
| Participant deferral / active EE | $2,553 | $4,241-39.8% | $5,107-50.0% | $3,767-32.2% |
| Admin fee / account holder | $969 | $3,368-71.2% | $12,068-92.0% | $2,969-67.4% |