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 | $7,621 | $74,927-89.8% | $101,794-92.5% | $84,808-91.0% |
| Participation rate | 92.0% | 61.4%+30.6pp | 69.2%+22.8pp | 68.3%+23.7pp |
| Annual return | 16.51% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $388 | $1,522-74.5% | $2,289-83.1% | $2,631-85.3% |
| Participant deferral / active EE | $1,571 | $3,099-49.3% | $4,084-61.5% | $4,212-62.7% |
| Admin fee / account holder | $333 | $6,514-94.9% | $8,777-96.2% | $7,344-95.5% |