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 | $46,657 | $77,503-39.8% | $100,391-53.5% | $80,856-42.3% |
| Participation rate | 93.1% | 76.9%+16.1pp | 81.5%+11.6pp | 67.6%+25.4pp |
| Annual return | 16.66% | 37.20%-20.5pp | 49.20%-32.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,803 | $2,801-35.6% | $3,942-54.2% | $2,755-34.5% |
| Participant deferral / active EE | $8,881 | $6,820+30.2% | $8,082+9.9% | $4,296+106.7% |
| Admin fee / account holder | $4,471 | $5,897-24.2% | $7,899-43.4% | $6,918-35.4% |