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.)
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 | $36,424 | $80,717-54.9% | $154,803-76.5% | $84,808-57.1% |
| Participation rate | 85.9% | 66.8%+19.1pp | 78.1%+7.8pp | 68.3%+17.6pp |
| Annual return | 15.79% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,873 | $2,761-32.2% | $4,305-56.5% | $2,631-28.8% |
| Participant deferral / active EE | $3,059 | $3,303-7.4% | $5,540-44.8% | $4,212-27.4% |
| Admin fee / account holder | $4,099 | $6,746-39.2% | $14,329-71.4% | $7,344-44.2% |