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 7-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 | $27,751 | $93,571-70.3% | $135,903-79.6% | $75,163-63.1% |
| Participation rate | 81.6% | 75.2%+6.5pp | 81.9%-0.3pp | 67.2%+14.4pp |
| Annual return | 33.36% | 30.90%+2.5pp | 68.23%-34.9pp | 160.62%-127.3pp |
| Employer contribution / active EE | $3,356 | $3,537-5.1% | $4,856-30.9% | $2,670+25.7% |
| Participant deferral / active EE | $9,703 | $6,404+51.5% | $7,758+25.1% | $4,125+135.2% |
| Admin fee / account holder | $2,718 | $6,975-61.0% | $10,762-74.7% | $5,651-51.9% |