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 | $29,270 | $70,669-58.6% | $169,368-82.7% | $75,163-61.1% |
| Participation rate | 91.1% | 64.8%+26.3pp | 77.1%+14.0pp | 67.2%+23.9pp |
| Annual return | 14.41% | 36.36%-21.9pp | 405.60%-391.2pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,260 | $2,211+2.2% | $4,013-43.7% | $2,670-15.4% |
| Participant deferral / active EE | $6,397 | $4,311+48.4% | $6,221+2.8% | $4,125+55.1% |
| Admin fee / account holder | $645 | $5,402-88.1% | $9,003-92.8% | $5,651-88.6% |