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 | $23,427 | $58,320-59.8% | $86,436-72.9% | $66,914-65.0% |
| Participation rate | 94.4% | 78.6%+15.8pp | 80.3%+14.1pp | 69.8%+24.6pp |
| Annual return | -22.04% | -9.71%-12.3pp | 4394.89%-4416.9pp | 1.58%-23.6pp |
| Employer contribution / active EE | $2,646 | $2,615+1.2% | $3,769-29.8% | $2,544+4.0% |
| Participant deferral / active EE | $8,291 | $6,899+20.2% | $6,952+19.3% | $4,237+95.7% |
| Admin fee / account holder | $909 | $546+66.5% | $6,731-86.5% | $593+53.2% |