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 | $49,656 | $100,923-50.8% | $150,045-66.9% | $74,304-33.2% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 21.42% | 51.77%-30.4pp | 62.55%-41.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $4,338 | $3,463+25.3% | $4,693-7.6% | $2,241+93.6% |
| Participant deferral / active EE | $7,670 | $6,709+14.3% | $7,997-4.1% | $3,767+103.6% |
| Admin fee / account holder | $1,009 | $2,767-63.5% | $13,435-92.5% | $2,969-66.0% |