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 | $26,532 | $72,277-63.3% | $101,248-73.8% | $79,858-66.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.08% | 22.30%-1.2pp | 46.47%-25.4pp | 31.71%-10.6pp |
| Employer contribution / active EE | $12,234 | $2,692+354.5% | $3,660+234.3% | $2,471+395.1% |
| Participant deferral / active EE | $2,706 | $3,282-17.5% | $4,370-38.1% | $3,740-27.6% |
| Admin fee / account holder | $3,012 | $4,400-31.5% | $5,945-49.3% | $5,306-43.2% |