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 | $6,784 | $48,795-86.1% | $65,493-89.6% | $84,808-92.0% |
| Participation rate | 88.8% | 67.0%+21.8pp | 73.1%+15.7pp | 68.3%+20.5pp |
| Annual return | 26.76% | 20.20%+6.6pp | 982.45%-955.7pp | 40.90%-14.1pp |
| Employer contribution / active EE | $1,575 | $1,930-18.4% | $2,574-38.8% | $2,631-40.1% |
| Participant deferral / active EE | $2,526 | $2,928-13.7% | $3,961-36.2% | $4,212-40.0% |
| Admin fee / account holder | $588 | $3,877-84.8% | $5,028-88.3% | $7,344-92.0% |