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 | $28,174 | $75,183-62.5% | $123,892-77.3% | $55,167-48.9% |
| Participation rate | 87.4% | 72.8%+14.6pp | 81.4%+6.0pp | 69.0%+18.4pp |
| Annual return | 36.87% | 19.01%+17.9pp | 47.52%-10.6pp | 169.23%-132.4pp |
| Employer contribution / active EE | $3,245 | $2,823+14.9% | $4,617-29.7% | $1,963+65.4% |
| Participant deferral / active EE | $8,736 | $5,084+71.8% | $5,984+46.0% | $3,054+186.0% |
| Admin fee / account holder | $870 | $663+31.3% | $8,357-89.6% | $504+72.7% |