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 | $57,925 | $109,881-47.3% | $150,045-61.4% | $84,808-31.7% |
| Participation rate | 98.9% | 76.1%+22.8pp | 82.3%+16.5pp | 68.3%+30.5pp |
| Annual return | 22.11% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $5,282 | $3,561+48.3% | $4,693+12.5% | $2,631+100.8% |
| Participant deferral / active EE | $12,074 | $6,636+82.0% | $7,997+51.0% | $4,212+186.7% |
| Admin fee / account holder | $1,538 | $8,568-82.1% | $13,435-88.6% | $7,344-79.1% |