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 | $14,555 | $37,426-61.1% | $77,482-81.2% | $79,858-81.8% |
| Participation rate | 87.3% | 41.5%+45.8pp | 54.2%+33.1pp | 69.6%+17.7pp |
| Annual return | 10.44% | 39.70%-29.3pp | 54.79%-44.3pp | 31.71%-21.3pp |
| Employer contribution / active EE | $924 | $637+45.1% | $986-6.4% | $2,471-62.6% |
| Participant deferral / active EE | $1,067 | $1,260-15.3% | $1,861-42.7% | $3,740-71.5% |
| Admin fee / account holder | $585 | $2,504-76.6% | $2,858-79.5% | $5,306-89.0% |