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 8-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 | $38,639 | $109,881-64.8% | $150,045-74.2% | $84,808-54.4% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 21.47% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $9,920 | $3,561+178.6% | $4,693+111.4% | $2,631+277.1% |
| Participant deferral / active EE | $10,173 | $6,636+53.3% | $7,997+27.2% | $4,212+141.5% |
| Admin fee / account holder | $6,543 | $8,568-23.6% | $13,435-51.3% | $7,344-10.9% |