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 | $36,405 | $80,753-54.9% | $136,294-73.3% | $62,292-41.6% |
| Participation rate | 81.2% | 73.5%+7.7pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 21.89% | 35.83%-13.9pp | 5155.94%-5134.1pp | 28.90%-7.0pp |
| Employer contribution / active EE | $1,927 | $2,884-33.2% | $4,695-59.0% | $2,042-5.7% |
| Participant deferral / active EE | $4,087 | $5,164-20.9% | $6,247-34.6% | $3,169+29.0% |
| Admin fee / account holder | $1,992 | $525+279.1% | $9,243-78.4% | $479+315.6% |