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 | $14,908 | $45,073-66.9% | $69,455-78.5% | $72,985-79.6% |
| Participation rate | 86.1% | 68.5%+17.6pp | 74.6%+11.5pp | 69.5%+16.6pp |
| Annual return | 22.28% | 22.65%-0.4pp | 28.97%-6.7pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,689 | $2,054-17.8% | $2,779-39.2% | $2,440-30.8% |
| Participant deferral / active EE | $1,921 | $2,602-26.2% | $3,535-45.7% | $3,607-46.7% |
| Admin fee / account holder | $2,446 | $3,056-20.0% | $3,839-36.3% | $5,124-52.3% |