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 | $78,250 | $71,050+10.1% | $93,606-16.4% | $80,856-3.2% |
| Participation rate | 78.9% | 60.4%+18.5pp | 68.7%+10.2pp | 67.6%+11.3pp |
| Annual return | 14.12% | 11.26%+2.9pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,853 | $1,564+18.5% | $2,420-23.4% | $2,755-32.7% |
| Participant deferral / active EE | $3,926 | $4,034-2.7% | $4,411-11.0% | $4,296-8.6% |
| Admin fee / account holder | $1,117 | $6,945-83.9% | $8,285-86.5% | $6,918-83.8% |