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 | $42,825 | $55,453-22.8% | $170,442-74.9% | $62,292-31.3% |
| Participation rate | 80.6% | 66.4%+14.2pp | 83.6%-3.0pp | 69.5%+11.1pp |
| Annual return | 16.25% | 21.38%-5.1pp | 205.93%-189.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,831 | $2,164-15.4% | $5,433-66.3% | $2,042-10.3% |
| Participant deferral / active EE | $3,420 | $2,303+48.5% | $4,939-30.8% | $3,169+7.9% |
| Admin fee / account holder | $1,202 | $455+164.1% | $13,880-91.3% | $479+150.7% |