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 7-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 | $29,109 | $80,717-63.9% | $154,803-81.2% | $84,808-65.7% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.6pp | 68.3%+29.3pp |
| Annual return | 14.62% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,596 | $2,761-42.2% | $4,305-62.9% | $2,631-39.3% |
| Participant deferral / active EE | $2,993 | $3,303-9.4% | $5,540-46.0% | $4,212-28.9% |
| Admin fee / account holder | $8,174 | $6,746+21.2% | $14,329-43.0% | $7,344+11.3% |