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 | $30,687 | $51,045-39.9% | $70,515-56.5% | $71,457-57.1% |
| Participation rate | 89.1% | 59.4%+29.7pp | 68.3%+20.7pp | 67.9%+21.2pp |
| Annual return | 14.46% | 42.63%-28.2pp | 32.77%-18.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,222 | $1,790-31.7% | $2,973-58.9% | $2,588-52.8% |
| Participant deferral / active EE | $4,638 | $3,026+53.2% | $4,567+1.6% | $4,289+8.1% |
| Admin fee / account holder | $3,682 | $1,994+84.7% | $6,412-42.6% | $1,587+132.0% |