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 3-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 | $26,730 | $48,750-45.2% | $88,946-69.9% | $74,304-64.0% |
| Participation rate | 100.0% | 44.5%+55.5pp | 68.8%+31.2pp | 60.3%+39.7pp |
| Annual return | 24.65% | 25.91%-1.3pp | 57.82%-33.2pp | 29.43%-4.8pp |
| Employer contribution / active EE | $2,566 | $1,255+104.5% | $2,555+0.4% | $2,241+14.5% |
| Participant deferral / active EE | $10,067 | $2,423+315.5% | $4,581+119.7% | $3,767+167.2% |
| Admin fee / account holder | $6,654 | $3,756+77.2% | $8,261-19.4% | $2,969+124.1% |