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 | $34,394 | $98,750-65.2% | $149,696-77.0% | $79,858-56.9% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.8pp |
| Annual return | 16.31% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,556 | $3,216-20.5% | $4,644-45.0% | $2,471+3.5% |
| Participant deferral / active EE | $4,256 | $5,680-25.1% | $6,842-37.8% | $3,740+13.8% |
| Admin fee / account holder | $1,288 | $6,053-78.7% | $9,309-86.2% | $5,306-75.7% |