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 | $2,502 | $54,517-95.4% | $75,972-96.7% | $74,495-96.6% |
| Participation rate | 84.2% | 60.3%+23.8pp | 69.1%+15.1pp | 67.2%+17.0pp |
| Annual return | 17.71% | 31.82%-14.1pp | 359.55%-341.8pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $725 | $1,777-59.2% | $2,685-73.0% | $2,623-72.4% |
| Participant deferral / active EE | $1,125 | $3,066-63.3% | $4,255-73.6% | $4,346-74.1% |
| Admin fee / account holder | $973 | $2,229-56.3% | $6,467-84.9% | $1,942-49.9% |