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 3-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 | $2,433 | $25,014-90.3% | $69,647-96.5% | $80,856-97.0% |
| Participation rate | 85.5% | 64.2%+21.2pp | 66.5%+19.0pp | 67.6%+17.8pp |
| Annual return | 6.30% | 19.07%-12.8pp | 100.48%-94.2pp | 35.59%-29.3pp |
| Employer contribution / active EE | $707 | $993-28.8% | $1,712-58.7% | $2,755-74.3% |
| Participant deferral / active EE | $1,997 | $1,839+8.6% | $2,886-30.8% | $4,296-53.5% |
| Admin fee / account holder | $404 | $2,488-83.8% | $4,713-91.4% | $6,918-94.2% |