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 | $41,440 | $68,719-39.7% | $91,541-54.7% | $84,808-51.1% |
| Participation rate | 72.7% | 64.5%+8.2pp | 69.8%+3.0pp | 68.3%+4.4pp |
| Annual return | 14.02% | 19.12%-5.1pp | 20.50%-6.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,308 | $1,920-31.8% | $2,505-47.8% | $2,631-50.3% |
| Participant deferral / active EE | $2,772 | $3,136-11.6% | $4,008-30.8% | $4,212-34.2% |
| Admin fee / account holder | $2,194 | $5,786-62.1% | $6,956-68.5% | $7,344-70.1% |