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 | $47,145 | $20,316+132.1% | $66,042-28.6% | $74,304-36.6% |
| Participation rate | 80.4% | 62.8%+17.6pp | 67.5%+12.9pp | 60.3%+20.0pp |
| Annual return | 19.39% | 28.10%-8.7pp | 52.11%-32.7pp | 29.43%-10.0pp |
| Employer contribution / active EE | $2,222 | $745+198.5% | $1,579+40.7% | $2,241-0.8% |
| Participant deferral / active EE | $3,720 | $1,615+130.3% | $2,835+31.2% | $3,767-1.3% |
| Admin fee / account holder | $2,255 | $1,668+35.1% | $5,747-60.8% | $2,969-24.1% |