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 | $11,400 | $68,346-83.3% | $94,646-88.0% | $75,163-84.8% |
| Participation rate | 95.9% | 76.1%+19.8pp | 80.8%+15.1pp | 67.2%+28.7pp |
| Annual return | 56.64% | 616.93%-560.3pp | 156.71%-100.1pp | 160.62%-104.0pp |
| Employer contribution / active EE | $3,169 | $2,701+17.3% | $3,672-13.7% | $2,670+18.7% |
| Participant deferral / active EE | $8,041 | $6,537+23.0% | $7,418+8.4% | $4,125+94.9% |
| Admin fee / account holder | $418 | $5,326-92.1% | $7,231-94.2% | $5,651-92.6% |