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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,945 | $81,248-92.7% | $155,509-96.2% | $80,856-92.6% |
| Participation rate | 84.7% | 66.2%+18.5pp | 78.2%+6.5pp | 67.6%+17.1pp |
| Annual return | 8.79% | 33.31%-24.5pp | 64.67%-55.9pp | 35.59%-26.8pp |
| Employer contribution / active EE | $560 | $3,100-81.9% | $4,672-88.0% | $2,755-79.7% |
| Participant deferral / active EE | $1,532 | $3,452-55.6% | $5,626-72.8% | $4,296-64.3% |
| Admin fee / account holder | $486 | $7,997-93.9% | $15,912-96.9% | $6,918-93.0% |