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 | $34,184 | $77,899-56.1% | $149,673-77.2% | $75,163-54.5% |
| Participation rate | 83.9% | 65.6%+18.3pp | 78.8%+5.1pp | 67.2%+16.7pp |
| Annual return | 15.16% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,222 | $3,137-61.0% | $4,818-74.6% | $2,670-54.2% |
| Participant deferral / active EE | $2,144 | $3,411-37.2% | $5,680-62.3% | $4,125-48.0% |
| Admin fee / account holder | $2,577 | $5,956-56.7% | $13,210-80.5% | $5,651-54.4% |