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 | $50,739 | $91,190-44.4% | $178,490-71.6% | $79,858-36.5% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 20.63% | 24.19%-3.6pp | 151.07%-130.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $467 | $3,256-85.7% | $5,011-90.7% | $2,471-81.1% |
| Participant deferral / active EE | $2,575 | $3,236-20.4% | $5,202-50.5% | $3,740-31.1% |
| Admin fee / account holder | $3,506 | $6,751-48.1% | $13,984-74.9% | $5,306-33.9% |