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 3-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 | $1,910 | $20,316-90.6% | $66,042-97.1% | $74,304-97.4% |
| Participation rate | 89.5% | 62.8%+26.7pp | 67.5%+22.0pp | 60.3%+29.1pp |
| Annual return | 19.95% | 28.10%-8.2pp | 52.11%-32.2pp | 29.43%-9.5pp |
| Employer contribution / active EE | $499 | $745-33.0% | $1,579-68.4% | $2,241-77.7% |
| Participant deferral / active EE | $1,245 | $1,615-22.9% | $2,835-56.1% | $3,767-66.9% |
| Admin fee / account holder | $393 | $1,668-76.5% | $5,747-93.2% | $2,969-86.8% |