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 6-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 | $37,500 | $74,927-50.0% | $101,794-63.2% | $84,808-55.8% |
| Participation rate | 86.9% | 61.4%+25.5pp | 69.2%+17.7pp | 68.3%+18.6pp |
| Annual return | 5.00% | 18.70%-13.7pp | 30.53%-25.5pp | 40.90%-35.9pp |
| Employer contribution / active EE | $357 | $1,522-76.5% | $2,289-84.4% | $2,631-86.4% |
| Participant deferral / active EE | $1,779 | $3,099-42.6% | $4,084-56.4% | $4,212-57.8% |
| Admin fee / account holder | $2,268 | $6,514-65.2% | $8,777-74.2% | $7,344-69.1% |