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 | $33,290 | $93,571-64.4% | $135,903-75.5% | $75,163-55.7% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 41.30% | 30.90%+10.4pp | 68.23%-26.9pp | 160.62%-119.3pp |
| Employer contribution / active EE | $3,274 | $3,537-7.4% | $4,856-32.6% | $2,670+22.6% |
| Participant deferral / active EE | $6,802 | $6,404+6.2% | $7,758-12.3% | $4,125+64.9% |
| Admin fee / account holder | $2,972 | $6,975-57.4% | $10,762-72.4% | $5,651-47.4% |