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 3-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 | $79,737 | $48,795+63.4% | $65,493+21.7% | $84,808-6.0% |
| Participation rate | 97.7% | 67.0%+30.7pp | 73.1%+24.6pp | 68.3%+29.4pp |
| Annual return | 14.46% | 20.20%-5.7pp | 982.45%-968.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,294 | $1,930+122.5% | $2,574+66.8% | $2,631+63.2% |
| Participant deferral / active EE | $4,859 | $2,928+65.9% | $3,961+22.7% | $4,212+15.4% |
| Admin fee / account holder | $641 | $3,877-83.5% | $5,028-87.3% | $7,344-91.3% |