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 4-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 | $2,442 | $20,316-88.0% | $66,042-96.3% | $74,304-96.7% |
| Participation rate | 90.7% | 62.8%+27.9pp | 67.5%+23.2pp | 60.3%+30.3pp |
| Annual return | -8.32% | 28.10%-36.4pp | 52.11%-60.4pp | 29.43%-37.8pp |
| Employer contribution / active EE | $579 | $745-22.2% | $1,579-63.3% | $2,241-74.2% |
| Participant deferral / active EE | $1,308 | $1,615-19.0% | $2,835-53.9% | $3,767-65.3% |
| Admin fee / account holder | $670 | $1,668-59.8% | $5,747-88.3% | $2,969-77.4% |