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 3-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 | $5,166 | $100,923-94.9% | $150,045-96.6% | $74,304-93.0% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.3%+15.8pp | 60.3%+37.8pp |
| Annual return | 28.22% | 51.77%-23.5pp | 62.55%-34.3pp | 29.43%-1.2pp |
| Employer contribution / active EE | $650 | $3,463-81.2% | $4,693-86.1% | $2,241-71.0% |
| Participant deferral / active EE | $2,139 | $6,709-68.1% | $7,997-73.3% | $3,767-43.2% |
| Admin fee / account holder | $400 | $2,767-85.5% | $13,435-97.0% | $2,969-86.5% |