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 | $34,704 | $49,915-30.5% | $154,803-77.6% | $74,304-53.3% |
| Participation rate | 84.3% | 54.0%+30.3pp | 78.1%+6.2pp | 60.3%+23.9pp |
| Annual return | 27.35% | 34.06%-6.7pp | 58.88%-31.5pp | 29.43%-2.1pp |
| Employer contribution / active EE | $2,527 | $1,611+56.9% | $4,305-41.3% | $2,241+12.8% |
| Participant deferral / active EE | $4,788 | $2,255+112.4% | $5,540-13.6% | $3,767+27.1% |
| Admin fee / account holder | $3,425 | $2,189+56.4% | $14,329-76.1% | $2,969+15.4% |