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 | $56,161 | $101,317-44.6% | $146,958-61.8% | $74,495-24.6% |
| Participation rate | 73.5% | 75.5%-2.0pp | 82.2%-8.6pp | 67.2%+6.3pp |
| Annual return | 10.13% | 8730.91%-8720.8pp | 418.34%-408.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,101 | $3,810-71.1% | $4,933-77.7% | $2,623-58.0% |
| Participant deferral / active EE | $3,875 | $7,303-46.9% | $8,070-52.0% | $4,346-10.8% |
| Admin fee / account holder | $6,797 | $1,739+290.9% | $12,998-47.7% | $1,942+250.1% |