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 | $50,802 | $85,766-40.8% | $136,294-62.7% | $70,131-27.6% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 20.96% | 31.45%-10.5pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $2,741 | $2,966-7.6% | $4,695-41.6% | $2,342+17.0% |
| Participant deferral / active EE | $5,548 | $5,051+9.8% | $6,247-11.2% | $3,332+66.5% |
| Admin fee / account holder | $3,476 | $5,420-35.9% | $9,243-62.4% | $4,645-25.2% |