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 8-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 | $16,097 | $105,181-84.7% | $159,436-89.9% | $85,850-81.2% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 67.86% | 45.07%+22.8pp | 263.57%-195.7pp | 318.53%-250.7pp |
| Employer contribution / active EE | $3,932 | $3,318+18.5% | $4,829-18.6% | $2,565+53.3% |
| Participant deferral / active EE | $4,168 | $5,945-29.9% | $7,352-43.3% | $3,952+5.5% |
| Admin fee / account holder | $2,068 | $6,933-70.2% | $10,799-80.9% | $6,260-67.0% |