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 | $26,060 | $58,320-55.3% | $86,436-69.9% | $66,914-61.1% |
| Participation rate | 97.1% | 78.6%+18.5pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -20.15% | -9.71%-10.4pp | 4394.89%-4415.0pp | 1.58%-21.7pp |
| Employer contribution / active EE | $2,458 | $2,615-6.0% | $3,769-34.8% | $2,544-3.4% |
| Participant deferral / active EE | $6,624 | $6,899-4.0% | $6,952-4.7% | $4,237+56.4% |
| Admin fee / account holder | $724 | $546+32.6% | $6,731-89.2% | $593+22.0% |