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 | $13,389 | $30,400-56.0% | $53,898-75.2% | $84,808-84.2% |
| Participation rate | 90.7% | 46.4%+44.3pp | 55.0%+35.8pp | 68.3%+22.4pp |
| Annual return | 12.97% | 500.19%-487.2pp | 528.60%-515.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,042 | $603+72.9% | $932+11.8% | $2,631-60.4% |
| Participant deferral / active EE | $1,791 | $1,199+49.4% | $1,826-1.9% | $4,212-57.5% |
| Admin fee / account holder | $2,594 | $1,993+30.2% | $2,491+4.2% | $7,344-64.7% |