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 5-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 | $16,916 | $80,717-79.0% | $154,803-89.1% | $84,808-80.1% |
| Participation rate | 85.6% | 66.8%+18.7pp | 78.1%+7.5pp | 68.3%+17.2pp |
| Annual return | 16.30% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,221 | $2,761-55.8% | $4,305-71.7% | $2,631-53.6% |
| Participant deferral / active EE | $2,555 | $3,303-22.7% | $5,540-53.9% | $4,212-39.3% |
| Admin fee / account holder | $1,062 | $6,746-84.3% | $14,329-92.6% | $7,344-85.5% |