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 | $33,734 | $80,717-58.2% | $154,803-78.2% | $84,808-60.2% |
| Participation rate | 94.0% | 66.8%+27.2pp | 78.1%+15.9pp | 68.3%+25.7pp |
| Annual return | 12.90% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $737 | $2,761-73.3% | $4,305-82.9% | $2,631-72.0% |
| Participant deferral / active EE | $3,073 | $3,303-7.0% | $5,540-44.5% | $4,212-27.0% |
| Admin fee / account holder | $4,840 | $6,746-28.3% | $14,329-66.2% | $7,344-34.1% |