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 | $121,406 | $100,923+20.3% | $150,045-19.1% | $74,304+63.4% |
| Participation rate | 78.5% | 70.1%+8.4pp | 82.3%-3.8pp | 60.3%+18.2pp |
| Annual return | 22.98% | 51.77%-28.8pp | 62.55%-39.6pp | 29.43%-6.5pp |
| Employer contribution / active EE | $3,237 | $3,463-6.5% | $4,693-31.0% | $2,241+44.4% |
| Participant deferral / active EE | $10,404 | $6,709+55.1% | $7,997+30.1% | $3,767+176.2% |
| Admin fee / account holder | $9,319 | $2,767+236.8% | $13,435-30.6% | $2,969+213.9% |