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 | $25,261 | $46,553-45.7% | $64,056-60.6% | $75,163-66.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.43% | 26.03%-13.6pp | 33.69%-21.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,043 | $1,974-47.2% | $2,747-62.0% | $2,670-60.9% |
| Participant deferral / active EE | $1,937 | $2,837-31.7% | $3,880-50.1% | $4,125-53.0% |
| Admin fee / account holder | $1,306 | $2,952-55.8% | $3,068-57.4% | $5,651-76.9% |