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 7-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 | $25,642 | $68,547-62.6% | $120,354-78.7% | $80,856-68.3% |
| Participation rate | 91.9% | 61.6%+30.3pp | 71.9%+20.0pp | 67.6%+24.3pp |
| Annual return | 40.45% | 23.60%+16.8pp | 107.15%-66.7pp | 35.59%+4.9pp |
| Employer contribution / active EE | $1,235 | $2,051-39.8% | $3,463-64.3% | $2,755-55.2% |
| Participant deferral / active EE | $4,608 | $3,173+45.2% | $4,991-7.7% | $4,296+7.3% |
| Admin fee / account holder | $2,294 | $5,732-60.0% | $9,423-75.7% | $6,918-66.8% |