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 | $17,946 | $30,400-41.0% | $53,898-66.7% | $84,808-78.8% |
| Participation rate | 96.6% | 46.4%+50.1pp | 55.0%+41.6pp | 68.3%+28.3pp |
| Annual return | 6.13% | 500.19%-494.1pp | 528.60%-522.5pp | 40.90%-34.8pp |
| Employer contribution / active EE | $656 | $603+8.9% | $932-29.6% | $2,631-75.1% |
| Participant deferral / active EE | $557 | $1,199-53.5% | $1,826-69.5% | $4,212-86.8% |
| Admin fee / account holder | $320 | $1,993-83.9% | $2,491-87.1% | $7,344-95.6% |