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 | $97,951 | $73,638+33.0% | $95,952+2.1% | $73,488+33.3% |
| Participation rate | 90.5% | 76.2%+14.3pp | 77.1%+13.4pp | 70.7%+19.8pp |
| Annual return | 1.16% | 16.78%-15.6pp | 91.61%-90.5pp | 28.51%-27.4pp |
| Employer contribution / active EE | $1,125 | $1,863-39.6% | $2,541-55.7% | $2,270-50.4% |
| Participant deferral / active EE | $2,765 | $3,617-23.5% | $4,167-33.6% | $3,740-26.1% |
| Admin fee / account holder | $5,212 | $482+981.2% | $6,795-23.3% | $513+915.9% |