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 8-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 | $45,839 | $77,503-40.9% | $100,391-54.3% | $80,856-43.3% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 72.87% | 37.20%+35.7pp | 49.20%+23.7pp | 35.59%+37.3pp |
| Employer contribution / active EE | $2,382 | $2,801-15.0% | $3,942-39.6% | $2,755-13.5% |
| Participant deferral / active EE | $10,639 | $6,820+56.0% | $8,082+31.6% | $4,296+147.7% |
| Admin fee / account holder | $2,480 | $5,897-57.9% | $7,899-68.6% | $6,918-64.1% |