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 9-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 | $11,839 | $45,073-73.7% | $69,455-83.0% | $72,985-83.8% |
| Participation rate | 87.5% | 68.5%+19.0pp | 74.6%+12.9pp | 69.5%+18.0pp |
| Annual return | 27.89% | 22.65%+5.2pp | 28.97%-1.1pp | 81.00%-53.1pp |
| Employer contribution / active EE | $1,608 | $2,054-21.7% | $2,779-42.1% | $2,440-34.1% |
| Participant deferral / active EE | $3,430 | $2,602+31.8% | $3,535-3.0% | $3,607-4.9% |
| Admin fee / account holder | $1,874 | $3,056-38.7% | $3,839-51.2% | $5,124-63.4% |