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 | $1,820 | $25,014-92.7% | $69,647-97.4% | $80,856-97.7% |
| Participation rate | 77.6% | 64.2%+13.3pp | 66.5%+11.1pp | 67.6%+9.9pp |
| Annual return | 19.80% | 19.07%+0.7pp | 100.48%-80.7pp | 35.59%-15.8pp |
| Employer contribution / active EE | $690 | $993-30.5% | $1,712-59.7% | $2,755-75.0% |
| Participant deferral / active EE | $1,382 | $1,839-24.9% | $2,886-52.1% | $4,296-67.8% |
| Admin fee / account holder | $394 | $2,488-84.2% | $4,713-91.6% | $6,918-94.3% |