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 | $34,652 | $79,171-56.2% | $102,423-66.2% | $74,495-53.5% |
| Participation rate | 89.4% | 74.8%+14.6pp | 76.5%+12.9pp | 67.2%+22.2pp |
| Annual return | 15.62% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,878 | $2,362+21.8% | $3,023-4.8% | $2,623+9.7% |
| Participant deferral / active EE | $10,225 | $4,415+131.6% | $5,053+102.4% | $4,346+135.3% |
| Admin fee / account holder | $1,479 | $2,001-26.1% | $9,451-84.3% | $1,942-23.8% |