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 | $64,859 | $65,365-0.8% | $92,893-30.2% | $72,985-11.1% |
| Participation rate | 92.9% | 68.3%+24.6pp | 76.0%+16.9pp | 69.5%+23.5pp |
| Annual return | 24.08% | 42.10%-18.0pp | 109.41%-85.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,335 | $2,594-10.0% | $3,653-36.1% | $2,440-4.3% |
| Participant deferral / active EE | $5,854 | $3,128+87.1% | $4,236+38.2% | $3,607+62.3% |
| Admin fee / account holder | $9,969 | $4,251+134.5% | $5,794+72.1% | $5,124+94.5% |