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 | $11,136 | $54,705-79.6% | $71,209-84.4% | $84,808-86.9% |
| Participation rate | 98.4% | 64.1%+34.3pp | 73.8%+24.7pp | 68.3%+30.1pp |
| Annual return | 14.28% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,259 | $2,158-41.7% | $2,721-53.7% | $2,631-52.2% |
| Participant deferral / active EE | $2,563 | $3,030-15.4% | $4,175-38.6% | $4,212-39.1% |
| Admin fee / account holder | $3,126 | $4,863-35.7% | $5,349-41.6% | $7,344-57.4% |