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 | $90,082 | $104,475-13.8% | $159,436-43.5% | $79,386+13.5% |
| Participation rate | 85.7% | 76.6%+9.1pp | 82.8%+2.9pp | 70.7%+15.0pp |
| Annual return | 25.63% | 67.95%-42.3pp | 263.57%-237.9pp | 116.85%-91.2pp |
| Employer contribution / active EE | $1,672 | $3,417-51.1% | $4,829-65.4% | $2,427-31.1% |
| Participant deferral / active EE | $7,988 | $6,467+23.5% | $7,352+8.6% | $4,046+97.4% |
| Admin fee / account holder | $20,831 | $711+2829.3% | $10,799+92.9% | $626+3225.4% |