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 | $186,299 | $64,480+188.9% | $81,382+128.9% | $80,856+130.4% |
| Participation rate | 92.7% | 63.9%+28.8pp | 69.5%+23.2pp | 67.6%+25.0pp |
| Annual return | 14.16% | 16.34%-2.2pp | 24.73%-10.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $5,563 | $1,978+181.2% | $2,463+125.9% | $2,755+101.9% |
| Participant deferral / active EE | $4,952 | $3,094+60.1% | $3,883+27.5% | $4,296+15.3% |
| Admin fee / account holder | $3,124 | $5,671-44.9% | $5,768-45.9% | $6,918-54.8% |