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 | $36,402 | $81,460-55.3% | $103,333-64.8% | $80,856-55.0% |
| Participation rate | 96.1% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 16.50% | 25.55%-9.0pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,793 | $3,105+22.2% | $3,868-1.9% | $2,755+37.7% |
| Participant deferral / active EE | $9,794 | $3,869+153.2% | $5,057+93.6% | $4,296+128.0% |
| Admin fee / account holder | $2,777 | $6,566-57.7% | $8,355-66.8% | $6,918-59.9% |