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 5-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 | $10,944 | $56,317-80.6% | $71,209-84.6% | $74,304-85.3% |
| Participation rate | 94.1% | 55.1%+38.9pp | 73.8%+20.3pp | 60.3%+33.7pp |
| Annual return | 23.74% | 42.83%-19.1pp | 282.51%-258.8pp | 29.43%-5.7pp |
| Employer contribution / active EE | $1,397 | $2,160-35.3% | $2,721-48.7% | $2,241-37.7% |
| Participant deferral / active EE | $2,132 | $2,788-23.5% | $4,175-48.9% | $3,767-43.4% |
| Admin fee / account holder | $1,897 | $2,290-17.2% | $5,349-64.5% | $2,969-36.1% |