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 | $60,953 | $88,634-31.2% | $101,326-39.8% | $74,304-18.0% |
| Participation rate | 70.5% | 76.9%-6.3pp | 81.5%-11.0pp | 60.3%+10.2pp |
| Annual return | 73.89% | 33.10%+40.8pp | 36.82%+37.1pp | 29.43%+44.5pp |
| Employer contribution / active EE | $1,934 | $2,930-34.0% | $3,665-47.2% | $2,241-13.7% |
| Participant deferral / active EE | $4,340 | $7,322-40.7% | $7,994-45.7% | $3,767+15.2% |
| Admin fee / account holder | $5,202 | $2,425+114.5% | $11,185-53.5% | $2,969+75.2% |