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 | $36,207 | $81,248-55.4% | $155,509-76.7% | $80,856-55.2% |
| Participation rate | 91.5% | 66.2%+25.3pp | 78.2%+13.3pp | 67.6%+23.9pp |
| Annual return | 16.63% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,915 | $3,100-38.2% | $4,672-59.0% | $2,755-30.5% |
| Participant deferral / active EE | $3,118 | $3,452-9.7% | $5,626-44.6% | $4,296-27.4% |
| Admin fee / account holder | $6,917 | $7,997-13.5% | $15,912-56.5% | $6,9180% |