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 | $23,338 | $102,605-77.3% | $145,661-84.0% | $84,808-72.5% |
| Participation rate | 97.7% | 74.3%+23.4pp | 77.2%+20.5pp | 68.3%+29.4pp |
| Annual return | 11.05% | 26.50%-15.5pp | 101.46%-90.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,547 | $5,750-55.7% | $7,198-64.6% | $4,212-39.5% |
| Admin fee / account holder | $858 | $8,758-90.2% | $12,466-93.1% | $7,344-88.3% |