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 8-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 | $29,397 | $70,669-58.4% | $169,368-82.6% | $75,163-60.9% |
| Participation rate | 96.4% | 64.8%+31.6pp | 77.1%+19.2pp | 67.2%+29.2pp |
| Annual return | 6.95% | 36.36%-29.4pp | 405.60%-398.6pp | 160.62%-153.7pp |
| Employer contribution / active EE | $3,556 | $2,211+60.9% | $4,013-11.4% | $2,670+33.2% |
| Participant deferral / active EE | $4,397 | $4,311+2.0% | $6,221-29.3% | $4,125+6.6% |
| Admin fee / account holder | $1,959 | $5,402-63.7% | $9,003-78.2% | $5,651-65.3% |