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 9-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 | $14,817 | $80,968-81.7% | $96,544-84.7% | $75,163-80.3% |
| Participation rate | 95.0% | 71.8%+23.2pp | 76.0%+19.0pp | 67.2%+27.8pp |
| Annual return | 21.54% | 27.06%-5.5pp | 25.84%-4.3pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,719 | $2,282-24.7% | $2,965-42.0% | $2,670-35.6% |
| Participant deferral / active EE | $3,070 | $3,928-21.8% | $4,851-36.7% | $4,125-25.6% |
| Admin fee / account holder | $2,609 | $6,724-61.2% | $8,252-68.4% | $5,651-53.8% |