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 | $49,192 | $91,407-46.2% | $135,903-63.8% | $71,457-31.2% |
| Participation rate | 74.0% | 75.7%-1.7pp | 81.9%-7.9pp | 67.9%+6.1pp |
| Annual return | 29.76% | 29.90%-0.1pp | 68.23%-38.5pp | 28.85%+0.9pp |
| Employer contribution / active EE | $4,364 | $3,703+17.8% | $4,856-10.1% | $2,588+68.7% |
| Participant deferral / active EE | $8,543 | $7,092+20.5% | $7,758+10.1% | $4,289+99.2% |
| Admin fee / account holder | $3,604 | $1,266+184.8% | $10,762-66.5% | $1,587+127.1% |