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 5-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 | $41,560 | $80,673-48.5% | $101,326-59.0% | $84,808-51.0% |
| Participation rate | 96.7% | 77.8%+18.9pp | 81.5%+15.2pp | 68.3%+28.4pp |
| Annual return | 68.38% | 38.95%+29.4pp | 36.82%+31.6pp | 40.90%+27.5pp |
| Employer contribution / active EE | $6,271 | $2,698+132.4% | $3,665+71.1% | $2,631+138.3% |
| Participant deferral / active EE | $8,254 | $6,840+20.7% | $7,994+3.3% | $4,212+96.0% |
| Admin fee / account holder | $2,871 | $12,784-77.5% | $11,185-74.3% | $7,344-60.9% |