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 | $4,472 | $60,892-92.7% | $82,389-94.6% | $84,808-94.7% |
| Participation rate | 86.5% | 63.3%+23.2pp | 69.5%+17.0pp | 68.3%+18.2pp |
| Annual return | 19.09% | 37.29%-18.2pp | 28.67%-9.6pp | 40.90%-21.8pp |
| Employer contribution / active EE | $853 | $1,779-52.1% | $2,517-66.1% | $2,631-67.6% |
| Participant deferral / active EE | $1,646 | $3,179-48.2% | $4,155-60.4% | $4,212-60.9% |
| Admin fee / account holder | $927 | $5,467-83.0% | $7,231-87.2% | $7,344-87.4% |