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 | $4,050 | $60,892-93.3% | $82,389-95.1% | $84,808-95.2% |
| Participation rate | 75.8% | 63.3%+12.5pp | 69.5%+6.3pp | 68.3%+7.5pp |
| Annual return | 22.25% | 37.29%-15.0pp | 28.67%-6.4pp | 40.90%-18.6pp |
| Employer contribution / active EE | $718 | $1,779-59.7% | $2,517-71.5% | $2,631-72.7% |
| Participant deferral / active EE | $1,774 | $3,179-44.2% | $4,155-57.3% | $4,212-57.9% |
| Admin fee / account holder | $454 | $5,467-91.7% | $7,231-93.7% | $7,344-93.8% |