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 | $48,395 | $86,929-44.3% | $102,423-52.7% | $80,856-40.1% |
| Participation rate | 91.6% | 72.4%+19.2pp | 76.5%+15.1pp | 67.6%+23.9pp |
| Annual return | 14.52% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,912 | $2,369+65.1% | $3,023+29.4% | $2,755+42.0% |
| Participant deferral / active EE | $7,848 | $4,118+90.5% | $5,053+55.3% | $4,296+82.7% |
| Admin fee / account holder | $4,606 | $8,049-42.8% | $9,451-51.3% | $6,918-33.4% |