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 | $29,041 | $64,480-55.0% | $81,382-64.3% | $80,856-64.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.36% | 16.34%-6.0pp | 24.73%-14.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $6,037 | $1,978+205.1% | $2,463+145.1% | $2,755+119.1% |
| Participant deferral / active EE | $2,975 | $3,094-3.8% | $3,883-23.4% | $4,296-30.7% |
| Admin fee / account holder | $2,200 | $5,671-61.2% | $5,768-61.9% | $6,918-68.2% |