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 | $45,884 | $91,552-49.9% | $133,956-65.7% | $79,858-42.5% |
| Participation rate | 95.6% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+25.9pp |
| Annual return | 21.83% | 61.85%-40.0pp | 45.09%-23.3pp | 31.71%-9.9pp |
| Employer contribution / active EE | $5,240 | $2,384+119.8% | $3,919+33.7% | $2,471+112.1% |
| Participant deferral / active EE | $2,881 | $3,733-22.8% | $5,048-42.9% | $3,740-23.0% |
| Admin fee / account holder | $1,014 | $6,321-84.0% | $8,927-88.6% | $5,306-80.9% |