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 | $33,312 | $86,944-61.7% | $107,525-69.0% | $74,304-55.2% |
| Participation rate | 96.5% | 59.6%+37.0pp | 75.1%+21.4pp | 60.3%+36.2pp |
| Annual return | 17.69% | 23.52%-5.8pp | 181.32%-163.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,858 | $2,757-32.6% | $3,754-50.5% | $2,241-17.1% |
| Participant deferral / active EE | $4,557 | $3,554+28.2% | $5,116-10.9% | $3,767+21.0% |
| Admin fee / account holder | $1,128 | $3,727-69.7% | $8,919-87.4% | $2,969-62.0% |