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 7-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 | $26,194 | $89,652-70.8% | $141,162-81.4% | $65,185-59.8% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.5%+15.6pp | 70.2%+27.8pp |
| Annual return | 32.08% | 32.79%-0.7pp | 71.39%-39.3pp | 29.38%+2.7pp |
| Employer contribution / active EE | $5,151 | $3,065+68.1% | $4,735+8.8% | $2,177+136.7% |
| Participant deferral / active EE | $7,163 | $5,691+25.9% | $6,709+6.8% | $3,514+103.8% |
| Admin fee / account holder | $950 | $569+67.2% | $10,261-90.7% | $847+12.2% |