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 | $37,871 | $65,376-42.1% | $87,100-56.5% | $65,185-41.9% |
| Participation rate | 88.1% | 75.3%+12.7pp | 76.9%+11.2pp | 70.2%+17.9pp |
| Annual return | 26.08% | 31.27%-5.2pp | 28.19%-2.1pp | 29.38%-3.3pp |
| Employer contribution / active EE | $3,289 | $1,822+80.5% | $2,521+30.4% | $2,177+51.1% |
| Participant deferral / active EE | $6,491 | $3,388+91.6% | $4,049+60.3% | $3,514+84.7% |
| Admin fee / account holder | $1,627 | $520+213.1% | $7,497-78.3% | $847+92.1% |