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 | $37,640 | $61,272-38.6% | $149,673-74.9% | $71,457-47.3% |
| Participation rate | 74.2% | 62.5%+11.7pp | 78.8%-4.6pp | 67.9%+6.3pp |
| Annual return | 17.82% | 35.85%-18.0pp | 134.42%-116.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,714 | $2,378+14.1% | $4,818-43.7% | $2,588+4.9% |
| Participant deferral / active EE | $5,636 | $2,917+93.2% | $5,680-0.8% | $4,289+31.4% |
| Admin fee / account holder | $4,281 | $1,261+239.4% | $13,210-67.6% | $1,587+169.7% |