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 | $79,075 | $54,705+44.5% | $71,209+11.0% | $84,808-6.8% |
| Participation rate | 90.8% | 64.1%+26.7pp | 73.8%+17.0pp | 68.3%+22.5pp |
| Annual return | 16.67% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,459 | $2,158+106.6% | $2,721+63.9% | $2,631+69.5% |
| Participant deferral / active EE | $6,562 | $3,030+116.5% | $4,175+57.2% | $4,212+55.8% |
| Admin fee / account holder | $11,536 | $4,863+137.2% | $5,349+115.7% | $7,344+57.1% |