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 7-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 | $9,311 | $45,863-79.7% | $77,024-87.9% | $68,494-86.4% |
| Participation rate | 92.0% | 55.9%+36.1pp | 67.9%+24.1pp | 67.9%+24.1pp |
| Annual return | -20.48% | 1.72%-22.2pp | 42.32%-62.8pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,633 | $1,650-1.0% | $2,812-41.9% | $2,596-37.1% |
| Participant deferral / active EE | $3,296 | $2,962+11.3% | $4,426-25.5% | $4,027-18.2% |
| Admin fee / account holder | $316 | $3,041-89.6% | $5,425-94.2% | $5,403-94.2% |