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 | $26,704 | $91,190-70.7% | $178,490-85.0% | $79,858-66.6% |
| Participation rate | 84.7% | 69.2%+15.5pp | 81.9%+2.8pp | 69.6%+15.1pp |
| Annual return | 18.64% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,403 | $3,256-56.9% | $5,011-72.0% | $2,471-43.2% |
| Participant deferral / active EE | $1,073 | $3,236-66.8% | $5,202-79.4% | $3,740-71.3% |
| Admin fee / account holder | $1,170 | $6,751-82.7% | $13,984-91.6% | $5,306-77.9% |