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 10-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 | $25,292 | $78,422-67.7% | $95,952-73.6% | $79,858-68.3% |
| Participation rate | 89.3% | 73.5%+15.8pp | 77.1%+12.2pp | 69.6%+19.7pp |
| Annual return | 16.51% | 19.37%-2.9pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,459 | $1,945+77.8% | $2,541+36.1% | $2,471+40.0% |
| Participant deferral / active EE | $3,963 | $3,440+15.2% | $4,167-4.9% | $3,740+6.0% |
| Admin fee / account holder | $1,759 | $5,622-68.7% | $6,795-74.1% | $5,306-66.9% |