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 | $26,743 | $77,314-65.4% | $177,989-85.0% | $80,856-66.9% |
| Participation rate | 88.4% | 65.7%+22.7pp | 77.1%+11.3pp | 67.6%+20.7pp |
| Annual return | 14.17% | 18.09%-3.9pp | 294.48%-280.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,711 | $2,292-25.4% | $3,949-56.7% | $2,755-37.9% |
| Participant deferral / active EE | $2,702 | $4,411-38.7% | $6,276-56.9% | $4,296-37.1% |
| Admin fee / account holder | $6,365 | $7,191-11.5% | $10,363-38.6% | $6,918-8.0% |