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 4-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 | $9,507 | $93,170-89.8% | $100,534-90.5% | $84,808-88.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 20.17% | 47.13%-27.0pp | 32.66%-12.5pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,171 | $3,985-45.5% | $4,346-50.0% | $2,631-17.5% |
| Participant deferral / active EE | $3,230 | $5,699-43.3% | $6,144-47.4% | $4,212-23.3% |
| Admin fee / account holder | $664 | $7,382-91.0% | $7,654-91.3% | $7,344-91.0% |