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 | $21,820 | $74,927-70.9% | $101,794-78.6% | $84,808-74.3% |
| Participation rate | 70.7% | 61.4%+9.3pp | 69.2%+1.5pp | 68.3%+2.4pp |
| Annual return | 15.72% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,043 | $1,522-31.5% | $2,289-54.4% | $2,631-60.4% |
| Participant deferral / active EE | $1,942 | $3,099-37.3% | $4,084-52.4% | $4,212-53.9% |
| Admin fee / account holder | $802 | $6,514-87.7% | $8,777-90.9% | $7,344-89.1% |