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 | $41,841 | $76,050-45.0% | $96,544-56.7% | $71,457-41.4% |
| Participation rate | 95.1% | 74.4%+20.7pp | 76.0%+19.1pp | 67.9%+27.2pp |
| Annual return | 33.36% | 22.81%+10.5pp | 25.84%+7.5pp | 28.85%+4.5pp |
| Employer contribution / active EE | $4,275 | $2,244+90.5% | $2,965+44.2% | $2,588+65.2% |
| Participant deferral / active EE | $9,387 | $4,215+122.7% | $4,851+93.5% | $4,289+118.9% |
| Admin fee / account holder | $1,882 | $2,707-30.5% | $8,252-77.2% | $1,587+18.6% |