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 8-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 | $25,886 | $80,717-67.9% | $154,803-83.3% | $84,808-69.5% |
| Participation rate | 77.5% | 66.8%+10.7pp | 78.1%-0.5pp | 68.3%+9.2pp |
| Annual return | 23.50% | 37.96%-14.5pp | 58.88%-35.4pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,286 | $2,761-17.2% | $4,305-46.9% | $2,631-13.1% |
| Participant deferral / active EE | $4,202 | $3,303+27.2% | $5,540-24.2% | $4,212-0.2% |
| Admin fee / account holder | $971 | $6,746-85.6% | $14,329-93.2% | $7,344-86.8% |