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 7-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 | $38,240 | $94,625-59.6% | $116,228-67.1% | $84,808-54.9% |
| Participation rate | 95.7% | 70.4%+25.2pp | 74.6%+21.1pp | 68.3%+27.3pp |
| Annual return | 19.17% | 20.40%-1.2pp | 90.06%-70.9pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,464 | $2,347+47.6% | $2,994+15.7% | $2,631+31.7% |
| Participant deferral / active EE | $10,436 | $3,972+162.7% | $4,953+110.7% | $4,212+147.8% |
| Admin fee / account holder | $4,116 | $10,091-59.2% | $11,989-65.7% | $7,344-43.9% |