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 6-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 | $10,285 | $78,422-86.9% | $95,952-89.3% | $79,858-87.1% |
| Participation rate | 82.9% | 73.5%+9.4pp | 77.1%+5.8pp | 69.6%+13.2pp |
| Annual return | 51.54% | 19.37%+32.2pp | 91.61%-40.1pp | 31.71%+19.8pp |
| Employer contribution / active EE | $683 | $1,945-64.9% | $2,541-73.1% | $2,471-72.3% |
| Participant deferral / active EE | $2,251 | $3,440-34.6% | $4,167-46.0% | $3,740-39.8% |
| Admin fee / account holder | $1,950 | $5,622-65.3% | $6,795-71.3% | $5,306-63.2% |