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 5-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 | $47,577 | $125,758-62.2% | $169,993-72.0% | $75,163-36.7% |
| Participation rate | 86.4% | 83.6%+2.8pp | 87.0%-0.6pp | 67.2%+19.2pp |
| Annual return | 23.81% | 27.20%-3.4pp | 53.37%-29.6pp | 160.62%-136.8pp |
| Employer contribution / active EE | $4,668 | $4,615+1.1% | $6,785-31.2% | $2,670+74.8% |
| Participant deferral / active EE | $11,726 | $6,837+71.5% | $10,408+12.7% | $4,125+184.3% |
| Admin fee / account holder | $6,592 | $8,173-19.3% | $12,815-48.6% | $5,651+16.7% |