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 | $18,983 | $61,272-69.0% | $149,673-87.3% | $71,457-73.4% |
| Participation rate | 76.1% | 62.5%+13.6pp | 78.8%-2.7pp | 67.9%+8.2pp |
| Annual return | 27.54% | 35.85%-8.3pp | 134.42%-106.9pp | 28.85%-1.3pp |
| Employer contribution / active EE | $645 | $2,378-72.9% | $4,818-86.6% | $2,588-75.1% |
| Participant deferral / active EE | $1,873 | $2,917-35.8% | $5,680-67.0% | $4,289-56.3% |
| Admin fee / account holder | $1,470 | $1,261+16.5% | $13,210-88.9% | $1,587-7.4% |