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 6-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 | $25,760 | $81,460-68.4% | $103,333-75.1% | $80,856-68.1% |
| Participation rate | 86.7% | 66.8%+19.9pp | 74.5%+12.2pp | 67.6%+19.1pp |
| Annual return | 15.88% | 25.55%-9.7pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,136 | $3,105-31.2% | $3,868-44.8% | $2,755-22.5% |
| Participant deferral / active EE | $5,983 | $3,869+54.7% | $5,057+18.3% | $4,296+39.3% |
| Admin fee / account holder | $2,379 | $6,566-63.8% | $8,355-71.5% | $6,918-65.6% |