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 7-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 | $11,230 | $95,416-88.2% | $185,823-94.0% | $85,850-86.9% |
| Participation rate | 96.8% | 68.8%+28.0pp | 81.7%+15.1pp | 69.3%+27.5pp |
| Annual return | 28.83% | 23.59%+5.2pp | 122.05%-93.2pp | 318.53%-289.7pp |
| Employer contribution / active EE | $928 | $3,314-72.0% | $5,167-82.0% | $2,565-63.8% |
| Participant deferral / active EE | $2,128 | $3,423-37.8% | $5,568-61.8% | $3,952-46.2% |
| Admin fee / account holder | $373 | $7,213-94.8% | $16,237-97.7% | $6,260-94.0% |