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 | $74,630 | $86,655-13.9% | $119,609-37.6% | $66,914+11.5% |
| Participation rate | 90.0% | 75.6%+14.4pp | 79.3%+10.7pp | 69.8%+20.2pp |
| Annual return | 53.90% | -8.00%+61.9pp | -14.97%+68.9pp | 1.58%+52.3pp |
| Employer contribution / active EE | $2,531 | $2,536-0.2% | $4,232-40.2% | $2,544-0.5% |
| Participant deferral / active EE | $4,166 | $4,358-4.4% | $5,602-25.6% | $4,237-1.7% |
| Admin fee / account holder | $3,535 | $755+368.4% | $10,323-65.8% | $593+495.9% |