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 4-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 | $8,085 | $29,660-72.7% | $56,411-85.7% | $80,856-90.0% |
| Participation rate | 95.4% | 41.6%+53.7pp | 52.5%+42.9pp | 67.6%+27.7pp |
| Annual return | 7.48% | 35.23%-27.8pp | 1701.33%-1693.9pp | 35.59%-28.1pp |
| Employer contribution / active EE | $438 | $669-34.5% | $1,039-57.8% | $2,755-84.1% |
| Participant deferral / active EE | $1,146 | $1,226-6.5% | $1,952-41.3% | $4,296-73.3% |
| Admin fee / account holder | $368 | $2,428-84.9% | $2,829-87.0% | $6,918-94.7% |