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 | $115,311 | $58,694+96.5% | $142,863-19.3% | $85,850+34.3% |
| Participation rate | 93.4% | 58.5%+34.9pp | 71.9%+21.5pp | 69.3%+24.1pp |
| Annual return | 20.08% | 27.72%-7.6pp | 5637.54%-5617.5pp | 318.53%-298.5pp |
| Employer contribution / active EE | $5,792 | $1,423+307.2% | $4,144+39.8% | $2,565+125.8% |
| Participant deferral / active EE | $10,263 | $2,607+293.6% | $3,837+167.5% | $3,952+159.7% |
| Admin fee / account holder | $6,117 | $4,239+44.3% | $6,560-6.8% | $6,260-2.3% |