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 | $59,768 | $95,803-37.6% | $113,168-47.2% | $84,808-29.5% |
| Participation rate | 95.9% | 72.9%+23.0pp | 76.6%+19.3pp | 68.3%+27.6pp |
| Annual return | 34.35% | 25.00%+9.3pp | 24.27%+10.1pp | 40.90%-6.5pp |
| Employer contribution / active EE | $3,730 | $2,360+58.1% | $2,975+25.4% | $2,631+41.8% |
| Participant deferral / active EE | $11,181 | $4,242+163.6% | $5,107+118.9% | $4,212+165.5% |
| Admin fee / account holder | $2,943 | $8,989-67.3% | $12,068-75.6% | $7,344-59.9% |