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 | $10,953 | $80,724-86.4% | $103,333-89.4% | $74,495-85.3% |
| Participation rate | 82.1% | 65.7%+16.4pp | 74.5%+7.6pp | 67.2%+14.9pp |
| Annual return | 11.63% | 27.56%-15.9pp | 24.88%-13.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,957 | $3,157-38.0% | $3,868-49.4% | $2,623-25.4% |
| Participant deferral / active EE | $2,571 | $3,860-33.4% | $5,057-49.2% | $4,346-40.8% |
| Admin fee / account holder | $1,829 | $2,368-22.8% | $8,355-78.1% | $1,942-5.8% |