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 | $67,668 | $59,097+14.5% | $82,389-17.9% | $74,304-8.9% |
| Participation rate | 80.7% | 52.8%+28.0pp | 69.5%+11.2pp | 60.3%+20.4pp |
| Annual return | 18.50% | 22.85%-4.3pp | 28.67%-10.2pp | 29.43%-10.9pp |
| Employer contribution / active EE | $2,244 | $1,601+40.2% | $2,517-10.8% | $2,241+0.1% |
| Participant deferral / active EE | $6,814 | $2,775+145.5% | $4,155+64.0% | $3,767+80.9% |
| Admin fee / account holder | $4,572 | $4,489+1.8% | $7,231-36.8% | $2,969+54.0% |