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 | $29,797 | $56,423-47.2% | $77,163-61.4% | $71,457-58.3% |
| Participation rate | 95.2% | 64.3%+30.9pp | 69.6%+25.7pp | 67.9%+27.3pp |
| Annual return | 22.35% | 19.05%+3.3pp | 37.87%-15.5pp | 28.85%-6.5pp |
| Employer contribution / active EE | $1,882 | $1,866+0.8% | $2,535-25.8% | $2,588-27.3% |
| Participant deferral / active EE | $2,270 | $3,142-27.8% | $3,833-40.8% | $4,289-47.1% |
| Admin fee / account holder | $912 | $1,429-36.2% | $5,472-83.3% | $1,587-42.6% |