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 | $100,229 | $87,013+15.2% | $106,213-5.6% | $80,856+24.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.04% | 17.05%-2.0pp | 116.14%-101.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,820 | $2,395-24.0% | $3,171-42.6% | $2,755-33.9% |
| Participant deferral / active EE | $3,808 | $3,986-4.5% | $5,016-24.1% | $4,296-11.4% |
| Admin fee / account holder | $8,905 | $8,431+5.6% | $11,033-19.3% | $6,918+28.7% |