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 | $55,603 | $100,923-44.9% | $150,045-62.9% | $74,304-25.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 17.24% | 51.77%-34.5pp | 62.55%-45.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $3,132 | $3,463-9.6% | $4,693-33.3% | $2,241+39.8% |
| Participant deferral / active EE | $6,230 | $6,709-7.2% | $7,997-22.1% | $3,767+65.4% |
| Admin fee / account holder | $3,656 | $2,767+32.1% | $13,435-72.8% | $2,969+23.2% |