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 | $78,490 | $85,766-8.5% | $136,294-42.4% | $70,131+11.9% |
| Participation rate | 78.7% | 74.2%+4.5pp | 81.9%-3.3pp | 69.5%+9.1pp |
| Annual return | 19.55% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,121 | $2,966-62.2% | $4,695-76.1% | $2,342-52.1% |
| Participant deferral / active EE | $3,960 | $5,051-21.6% | $6,247-36.6% | $3,332+18.9% |
| Admin fee / account holder | $3,372 | $5,420-37.8% | $9,243-63.5% | $4,645-27.4% |