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 | $43,684 | $102,317-57.3% | $146,958-70.3% | $80,856-46.0% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 24.69% | 134.76%-110.1pp | 418.34%-393.6pp | 35.59%-10.9pp |
| Employer contribution / active EE | $3,317 | $3,713-10.7% | $4,933-32.8% | $2,755+20.4% |
| Participant deferral / active EE | $6,853 | $6,644+3.1% | $8,070-15.1% | $4,296+59.5% |
| Admin fee / account holder | $3,961 | $7,941-50.1% | $12,998-69.5% | $6,918-42.7% |