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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,878 | $53,162+12.6% | $91,220-34.4% | $68,494-12.6% |
| Participation rate | 93.2% | 63.2%+30.0pp | 73.2%+20.0pp | 67.9%+25.3pp |
| Annual return | -22.21% | -3.14%-19.1pp | 114.01%-136.2pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,780 | $1,709+4.1% | $2,850-37.6% | $2,596-31.5% |
| Participant deferral / active EE | $3,144 | $2,974+5.7% | $4,234-25.7% | $4,027-21.9% |
| Admin fee / account holder | $2,393 | $4,493-46.7% | $5,420-55.8% | $5,403-55.7% |