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 | $41,009 | $53,822-23.8% | $75,696-45.8% | $85,850-52.2% |
| Participation rate | 88.9% | 69.1%+19.8pp | 74.8%+14.1pp | 69.3%+19.6pp |
| Annual return | 11.84% | 24.54%-12.7pp | 104.53%-92.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,837 | $2,017-8.9% | $2,743-33.0% | $2,565-28.4% |
| Participant deferral / active EE | $2,987 | $2,895+3.2% | $3,821-21.8% | $3,952-24.4% |
| Admin fee / account holder | $3,262 | $3,343-2.4% | $3,619-9.9% | $6,260-47.9% |