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 | $66,090 | $87,013-24.0% | $106,213-37.8% | $80,856-18.3% |
| Participation rate | 84.8% | 70.4%+14.4pp | 75.3%+9.6pp | 67.6%+17.2pp |
| Annual return | 14.78% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $8,397 | $2,395+250.6% | $3,171+164.8% | $2,755+204.8% |
| Participant deferral / active EE | $13,347 | $3,986+234.9% | $5,016+166.1% | $4,296+210.7% |
| Admin fee / account holder | $5,499 | $8,431-34.8% | $11,033-50.2% | $6,918-20.5% |