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 | $44,423 | $59,097-24.8% | $82,389-46.1% | $74,304-40.2% |
| Participation rate | 77.1% | 52.8%+24.3pp | 69.5%+7.5pp | 60.3%+16.7pp |
| Annual return | 26.83% | 22.85%+4.0pp | 28.67%-1.8pp | 29.43%-2.6pp |
| Employer contribution / active EE | $1,672 | $1,601+4.4% | $2,517-33.6% | $2,241-25.4% |
| Participant deferral / active EE | $3,441 | $2,775+24.0% | $4,155-17.2% | $3,767-8.7% |
| Admin fee / account holder | $1,708 | $4,489-62.0% | $7,231-76.4% | $2,969-42.5% |