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 | $64,959 | $58,926+10.2% | $97,226-33.2% | $74,495-12.8% |
| Participation rate | 74.4% | 63.5%+10.9pp | 72.7%+1.7pp | 67.2%+7.2pp |
| Annual return | 18.01% | 16.04%+2.0pp | 75.13%-57.1pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $2,084 | $1,894+10.0% | $2,729-23.6% | $2,623-20.6% |
| Participant deferral / active EE | $3,685 | $3,664+0.6% | $4,264-13.6% | $4,346-15.2% |
| Admin fee / account holder | $5,225 | $1,974+164.7% | $5,654-7.6% | $1,942+169.1% |