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 | $12,905 | $81,625-84.2% | $167,512-92.3% | $74,304-82.6% |
| Participation rate | 89.5% | 60.0%+29.5pp | 77.1%+12.5pp | 60.3%+29.2pp |
| Annual return | 25.91% | 26.09%-0.2pp | 1615.79%-1589.9pp | 29.43%-3.5pp |
| Employer contribution / active EE | $2,613 | $2,010+30.0% | $3,882-32.7% | $2,241+16.6% |
| Participant deferral / active EE | $3,605 | $4,115-12.4% | $6,405-43.7% | $3,767-4.3% |
| Admin fee / account holder | $859 | $3,474-75.3% | $9,769-91.2% | $2,969-71.1% |