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 6-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 | $34,813 | $93,571-62.8% | $135,903-74.4% | $75,163-53.7% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 67.2%+27.6pp |
| Annual return | 36.23% | 30.90%+5.3pp | 68.23%-32.0pp | 160.62%-124.4pp |
| Employer contribution / active EE | $6,255 | $3,537+76.9% | $4,856+28.8% | $2,670+134.3% |
| Participant deferral / active EE | $12,362 | $6,404+93.0% | $7,758+59.4% | $4,125+199.7% |
| Admin fee / account holder | $5,218 | $6,975-25.2% | $10,762-51.5% | $5,651-7.7% |