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 | $40,162 | $101,317-60.4% | $146,958-72.7% | $74,495-46.1% |
| Participation rate | 97.7% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.5pp |
| Annual return | 15.86% | 8730.91%-8715.0pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,897 | $3,810-24.0% | $4,933-41.3% | $2,623+10.4% |
| Participant deferral / active EE | $4,952 | $7,303-32.2% | $8,070-38.6% | $4,346+14.0% |
| Admin fee / account holder | $3,625 | $1,739+108.5% | $12,998-72.1% | $1,942+86.7% |