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 | $43,982 | $71,883-38.8% | $86,677-49.3% | $68,494-35.8% |
| Participation rate | 93.8% | 72.2%+21.6pp | 76.6%+17.3pp | 67.9%+26.0pp |
| Annual return | -13.93% | 3.52%-17.5pp | 35.91%-49.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,682 | $2,173-22.6% | $2,836-40.7% | $2,596-35.2% |
| Participant deferral / active EE | $6,602 | $3,779+74.7% | $4,656+41.8% | $4,027+63.9% |
| Admin fee / account holder | $3,153 | $6,112-48.4% | $7,493-57.9% | $5,403-41.6% |