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 9-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 | $33,368 | $66,098-49.5% | $101,794-67.2% | $74,304-55.1% |
| Participation rate | 88.2% | 53.8%+34.4pp | 69.2%+19.0pp | 60.3%+27.8pp |
| Annual return | 17.87% | 19.59%-1.7pp | 30.53%-12.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,561 | $2,781+99.9% | $4,084+36.2% | $3,767+47.6% |
| Admin fee / account holder | $1,222 | $4,146-70.5% | $8,777-86.1% | $2,969-58.8% |