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 | $13,117 | $53,162-75.3% | $91,220-85.6% | $68,494-80.8% |
| Participation rate | 98.9% | 63.2%+35.6pp | 73.2%+25.7pp | 67.9%+31.0pp |
| Annual return | -23.31% | -3.14%-20.2pp | 114.01%-137.3pp | -7.84%-15.5pp |
| Employer contribution / active EE | $2,244 | $1,709+31.3% | $2,850-21.3% | $2,596-13.6% |
| Participant deferral / active EE | $1,783 | $2,974-40.0% | $4,234-57.9% | $4,027-55.7% |
| Admin fee / account holder | $1,060 | $4,493-76.4% | $5,420-80.4% | $5,403-80.4% |