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 | $2,052 | $20,316-89.9% | $66,042-96.9% | $74,304-97.2% |
| Participation rate | 86.1% | 62.8%+23.4pp | 67.5%+18.6pp | 60.3%+25.8pp |
| Annual return | 16.72% | 28.10%-11.4pp | 52.11%-35.4pp | 29.43%-12.7pp |
| Employer contribution / active EE | $395 | $745-47.0% | $1,579-75.0% | $2,241-82.4% |
| Participant deferral / active EE | $808 | $1,615-50.0% | $2,835-71.5% | $3,767-78.6% |
| Admin fee / account holder | $558 | $1,668-66.6% | $5,747-90.3% | $2,969-81.2% |