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 | $77,008 | $77,660-0.8% | $109,143-29.4% | $79,386-3.0% |
| Participation rate | 83.0% | 67.8%+15.2pp | 75.9%+7.1pp | 70.7%+12.3pp |
| Annual return | 14.28% | 23.44%-9.2pp | 25.75%-11.5pp | 116.85%-102.6pp |
| Employer contribution / active EE | $2,535 | $2,797-9.4% | $3,722-31.9% | $2,427+4.4% |
| Participant deferral / active EE | $5,297 | $3,518+50.6% | $4,653+13.8% | $4,046+30.9% |
| Admin fee / account holder | $6,476 | $732+784.5% | $6,752-4.1% | $626+933.9% |