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 | $70,490 | $93,571-24.7% | $135,903-48.1% | $75,163-6.2% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 67.2%+31.6pp |
| Annual return | 20.67% | 30.90%-10.2pp | 68.23%-47.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $7,130 | $3,537+101.6% | $4,856+46.8% | $2,670+167.1% |
| Participant deferral / active EE | $11,480 | $6,404+79.3% | $7,758+48.0% | $4,125+178.3% |
| Admin fee / account holder | $641 | $6,975-90.8% | $10,762-94.0% | $5,651-88.7% |