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 | $34,371 | $49,915-31.1% | $154,803-77.8% | $74,304-53.7% |
| Participation rate | 75.6% | 54.0%+21.7pp | 78.1%-2.4pp | 60.3%+15.3pp |
| Annual return | 25.74% | 34.06%-8.3pp | 58.88%-33.1pp | 29.43%-3.7pp |
| Employer contribution / active EE | $2,496 | $1,611+54.9% | $4,305-42.0% | $2,241+11.4% |
| Participant deferral / active EE | $4,885 | $2,255+116.7% | $5,540-11.8% | $3,767+29.7% |
| Admin fee / account holder | $3,862 | $2,189+76.4% | $14,329-73.1% | $2,969+30.1% |