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 | $72,165 | $93,571-22.9% | $135,903-46.9% | $75,163-4.0% |
| Participation rate | 95.3% | 75.2%+20.2pp | 81.9%+13.4pp | 67.2%+28.2pp |
| Annual return | 27.15% | 30.90%-3.8pp | 68.23%-41.1pp | 160.62%-133.5pp |
| Employer contribution / active EE | $2,019 | $3,537-42.9% | $4,856-58.4% | $2,670-24.4% |
| Participant deferral / active EE | $4,812 | $6,404-24.9% | $7,758-38.0% | $4,125+16.6% |
| Admin fee / account holder | $558 | $6,975-92.0% | $10,762-94.8% | $5,651-90.1% |