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 | $60,071 | $83,477-28.0% | $125,175-52.0% | $72,985-17.7% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.5%+23.1pp |
| Annual return | 22.32% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,248 | $2,345+38.5% | $3,865-16.0% | $2,440+33.1% |
| Participant deferral / active EE | $3,422 | $3,585-4.6% | $4,937-30.7% | $3,607-5.2% |
| Admin fee / account holder | $3,709 | $5,517-32.8% | $9,702-61.8% | $5,124-27.6% |