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 | $29,106 | $78,422-62.9% | $95,952-69.7% | $79,858-63.6% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 48.87% | 19.37%+29.5pp | 91.61%-42.7pp | 31.71%+17.2pp |
| Employer contribution / active EE | $7,402 | $1,945+280.6% | $2,541+191.3% | $2,471+199.6% |
| Participant deferral / active EE | $9,018 | $3,440+162.2% | $4,167+116.4% | $3,740+141.1% |
| Admin fee / account holder | $3,763 | $5,622-33.1% | $6,795-44.6% | $5,306-29.1% |