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 | $90,885 | $59,101+53.8% | $77,163+17.8% | $75,163+20.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.22% | 26.71%-13.5pp | 37.87%-24.7pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,040 | $1,995+2.3% | $2,535-19.5% | $2,670-23.6% |
| Participant deferral / active EE | $4,346 | $2,999+44.9% | $3,833+13.4% | $4,125+5.4% |
| Admin fee / account holder | $3,927 | $4,774-17.7% | $5,472-28.2% | $5,651-30.5% |