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 10-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 | $27,176 | $77,813-65.1% | $123,544-78.0% | $64,186-57.7% |
| Participation rate | 86.4% | 74.7%+11.7pp | 82.3%+4.1pp | 69.6%+16.9pp |
| Annual return | -4.46% | 12.48%-16.9pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,181 | $3,014-27.6% | $4,628-52.9% | $2,381-8.4% |
| Participant deferral / active EE | $4,404 | $5,240-16.0% | $6,426-31.5% | $3,470+26.9% |
| Admin fee / account holder | $766 | $5,519-86.1% | $9,284-91.7% | $4,888-84.3% |