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 | $26,729 | $63,114-57.6% | $92,893-71.2% | $65,185-59.0% |
| Participation rate | 80.0% | 68.8%+11.2pp | 76.0%+4.0pp | 70.2%+9.8pp |
| Annual return | 25.18% | 28.75%-3.6pp | 109.41%-84.2pp | 29.38%-4.2pp |
| Employer contribution / active EE | $2,039 | $2,571-20.7% | $3,653-44.2% | $2,177-6.3% |
| Participant deferral / active EE | $3,852 | $3,108+23.9% | $4,236-9.1% | $3,514+9.6% |
| Admin fee / account holder | $1,893 | $624+203.5% | $5,794-67.3% | $847+123.5% |