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 6-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 | $58,463 | $80,717-27.6% | $154,803-62.2% | $84,808-31.1% |
| Participation rate | 95.9% | 66.8%+29.1pp | 78.1%+17.8pp | 68.3%+27.6pp |
| Annual return | 19.33% | 37.96%-18.6pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,560 | $2,761-7.3% | $4,305-40.5% | $2,631-2.7% |
| Participant deferral / active EE | $6,987 | $3,303+111.5% | $5,540+26.1% | $4,212+65.9% |
| Admin fee / account holder | $2,142 | $6,746-68.2% | $14,329-85.1% | $7,344-70.8% |