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 4-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 | $35,316 | $95,803-63.1% | $113,168-68.8% | $84,808-58.4% |
| Participation rate | 95.8% | 72.9%+23.0pp | 76.6%+19.3pp | 68.3%+27.5pp |
| Annual return | 35.12% | 25.00%+10.1pp | 24.27%+10.8pp | 40.90%-5.8pp |
| Employer contribution / active EE | $3,942 | $2,360+67.0% | $2,975+32.5% | $2,631+49.8% |
| Participant deferral / active EE | $7,244 | $4,242+70.8% | $5,107+41.8% | $4,212+72.0% |
| Admin fee / account holder | $11,131 | $8,989+23.8% | $12,068-7.8% | $7,344+51.6% |