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 | $87,884 | $87,8700% | $113,168-22.3% | $74,304+18.3% |
| Participation rate | 97.0% | 70.7%+26.3pp | 76.6%+20.5pp | 60.3%+36.7pp |
| Annual return | 65.97% | 26.44%+39.5pp | 24.27%+41.7pp | 29.43%+36.5pp |
| Employer contribution / active EE | $4,432 | $2,277+94.6% | $2,975+49.0% | $2,241+97.7% |
| Participant deferral / active EE | $7,256 | $4,241+71.1% | $5,107+42.1% | $3,767+92.6% |
| Admin fee / account holder | $8,042 | $3,368+138.8% | $12,068-33.4% | $2,969+170.9% |