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 | $39,925 | $93,571-57.3% | $135,903-70.6% | $75,163-46.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.71% | 30.90%-4.2pp | 68.23%-41.5pp | 160.62%-133.9pp |
| Employer contribution / active EE | $4,101 | $3,537+15.9% | $4,856-15.6% | $2,670+53.6% |
| Participant deferral / active EE | $6,337 | $6,404-1.1% | $7,758-18.3% | $4,125+53.6% |
| Admin fee / account holder | $1,395 | $6,975-80.0% | $10,762-87.0% | $5,651-75.3% |