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 | $22,274 | $65,409-65.9% | $98,442-77.4% | $85,850-74.1% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 69.3%+26.4pp |
| Annual return | 14.25% | 21.76%-7.5pp | 1492.73%-1478.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,361 | $2,168-37.2% | $2,960-54.0% | $2,565-46.9% |
| Participant deferral / active EE | $1,259 | $3,166-60.2% | $4,276-70.6% | $3,952-68.1% |
| Admin fee / account holder | $777 | $4,593-83.1% | $5,949-86.9% | $6,260-87.6% |