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 | $36,310 | $80,717-55.0% | $154,803-76.5% | $84,808-57.2% |
| Participation rate | 96.5% | 66.8%+29.7pp | 78.1%+18.4pp | 68.3%+28.2pp |
| Annual return | 38.31% | 37.96%+0.4pp | 58.88%-20.6pp | 40.90%-2.6pp |
| Employer contribution / active EE | $1,358 | $2,761-50.8% | $4,305-68.5% | $2,631-48.4% |
| Participant deferral / active EE | $4,595 | $3,303+39.1% | $5,540-17.1% | $4,212+9.1% |
| Admin fee / account holder | $704 | $6,746-89.6% | $14,329-95.1% | $7,344-90.4% |