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 | $32,762 | $55,706-41.2% | $75,886-56.8% | $72,985-55.1% |
| Participation rate | 87.8% | 61.1%+26.6pp | 69.3%+18.5pp | 69.5%+18.3pp |
| Annual return | 23.51% | 27.59%-4.1pp | 30.76%-7.2pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,834 | $1,687+8.8% | $2,500-26.6% | $2,440-24.8% |
| Participant deferral / active EE | $6,252 | $2,634+137.4% | $3,603+73.5% | $3,607+73.3% |
| Admin fee / account holder | $9,187 | $3,978+130.9% | $5,418+69.5% | $5,124+79.3% |