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 10-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 | $8,054 | $73,933-89.1% | $96,683-91.7% | $75,163-89.3% |
| Participation rate | 89.6% | 66.4%+23.2pp | 74.3%+15.2pp | 67.2%+22.4pp |
| Annual return | 15.77% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $778 | $2,928-73.4% | $3,737-79.2% | $2,670-70.9% |
| Participant deferral / active EE | $2,990 | $3,659-18.3% | $4,878-38.7% | $4,125-27.5% |
| Admin fee / account holder | $471 | $5,216-91.0% | $6,730-93.0% | $5,651-91.7% |