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 9-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 | $45,966 | $61,156-24.8% | $185,823-75.3% | $79,386-42.1% |
| Participation rate | 80.8% | 66.6%+14.1pp | 81.7%-0.9pp | 70.7%+10.1pp |
| Annual return | 16.22% | 19.45%-3.2pp | 122.05%-105.8pp | 116.85%-100.6pp |
| Employer contribution / active EE | $2,118 | $2,321-8.7% | $5,167-59.0% | $2,427-12.8% |
| Participant deferral / active EE | $3,639 | $2,789+30.5% | $5,568-34.6% | $4,046-10.1% |
| Admin fee / account holder | $1,621 | $710+128.4% | $16,237-90.0% | $626+158.7% |