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 | $3,824 | $59,097-93.5% | $82,389-95.4% | $74,304-94.9% |
| Participation rate | 86.7% | 52.8%+34.0pp | 69.5%+17.2pp | 60.3%+26.4pp |
| Annual return | 19.42% | 22.85%-3.4pp | 28.67%-9.2pp | 29.43%-10.0pp |
| Employer contribution / active EE | $547 | $1,601-65.8% | $2,517-78.3% | $2,241-75.6% |
| Participant deferral / active EE | $971 | $2,775-65.0% | $4,155-76.6% | $3,767-74.2% |
| Admin fee / account holder | $502 | $4,489-88.8% | $7,231-93.1% | $2,969-83.1% |