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 | $48,010 | $49,915-3.8% | $154,803-69.0% | $74,304-35.4% |
| Participation rate | 75.2% | 54.0%+21.2pp | 78.1%-2.9pp | 60.3%+14.9pp |
| Annual return | 11.06% | 34.06%-23.0pp | 58.88%-47.8pp | 29.43%-18.4pp |
| Employer contribution / active EE | $1,898 | $1,611+17.8% | $4,305-55.9% | $2,241-15.3% |
| Participant deferral / active EE | $2,500 | $2,255+10.9% | $5,540-54.9% | $3,767-33.6% |
| Admin fee / account holder | $1,382 | $2,189-36.8% | $14,329-90.4% | $2,969-53.4% |