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 | $21,360 | $51,045-58.2% | $70,515-69.7% | $71,457-70.1% |
| Participation rate | 89.0% | 59.4%+29.5pp | 68.3%+20.6pp | 67.9%+21.0pp |
| Annual return | 19.80% | 42.63%-22.8pp | 32.77%-13.0pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,183 | $1,790-33.9% | $2,973-60.2% | $2,588-54.3% |
| Participant deferral / active EE | $3,402 | $3,026+12.4% | $4,567-25.5% | $4,289-20.7% |
| Admin fee / account holder | $1,357 | $1,994-31.9% | $6,412-78.8% | $1,587-14.5% |