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 | $38,454 | $80,717-52.4% | $154,803-75.2% | $84,808-54.7% |
| Participation rate | 93.0% | 66.8%+26.2pp | 78.1%+15.0pp | 68.3%+24.7pp |
| Annual return | 14.40% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,168 | $2,761+14.7% | $4,305-26.4% | $2,631+20.4% |
| Participant deferral / active EE | $1,631 | $3,303-50.6% | $5,540-70.6% | $4,212-61.3% |
| Admin fee / account holder | $1,624 | $6,746-75.9% | $14,329-88.7% | $7,344-77.9% |