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 | $46,740 | $98,750-52.7% | $149,696-68.8% | $79,858-41.5% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.6pp |
| Annual return | 21.11% | 27.43%-6.3pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,053 | $3,216-36.2% | $4,644-55.8% | $2,471-16.9% |
| Participant deferral / active EE | $5,800 | $5,680+2.1% | $6,842-15.2% | $3,740+55.1% |
| Admin fee / account holder | $424 | $6,053-93.0% | $9,309-95.4% | $5,306-92.0% |