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 | $51,581 | $87,733-41.2% | $106,548-51.6% | $85,850-39.9% |
| Participation rate | 98.7% | 71.9%+26.7pp | 76.1%+22.5pp | 69.3%+29.4pp |
| Annual return | 14.26% | 21.86%-7.6pp | 26.80%-12.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,286 | $2,073-38.0% | $2,819-54.4% | $2,565-49.9% |
| Participant deferral / active EE | $3,931 | $3,469+13.3% | $4,398-10.6% | $3,952-0.5% |
| Admin fee / account holder | $4,049 | $6,767-40.2% | $7,407-45.3% | $6,260-35.3% |