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 | $20,359 | $70,879-71.3% | $189,557-89.3% | $79,386-74.4% |
| Participation rate | 86.9% | 68.0%+19.0pp | 78.4%+8.5pp | 70.7%+16.2pp |
| Annual return | 27.47% | 20.70%+6.8pp | 64.17%-36.7pp | 116.85%-89.4pp |
| Employer contribution / active EE | $1,741 | $1,806-3.6% | $4,412-60.6% | $2,427-28.3% |
| Participant deferral / active EE | $2,832 | $4,081-30.6% | $6,174-54.1% | $4,046-30.0% |
| Admin fee / account holder | $739 | $647+14.1% | $9,807-92.5% | $626+17.9% |