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 | $67,703 | $78,672-13.9% | $109,143-38.0% | $85,850-21.1% |
| Participation rate | 98.7% | 68.3%+30.4pp | 75.9%+22.8pp | 69.3%+29.4pp |
| Annual return | 19.07% | 25.09%-6.0pp | 25.75%-6.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,808 | $2,735-33.9% | $3,722-51.4% | $2,565-29.5% |
| Participant deferral / active EE | $3,362 | $3,467-3.0% | $4,653-27.8% | $3,952-14.9% |
| Admin fee / account holder | $2,245 | $5,469-59.0% | $6,752-66.8% | $6,260-64.1% |