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 8-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 | $55,713 | $130,194-57.2% | $169,993-67.2% | $71,457-22.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 25.88% | 20.37%+5.5pp | 53.37%-27.5pp | 28.85%-3.0pp |
| Employer contribution / active EE | $5,021 | $4,381+14.6% | $6,785-26.0% | $2,588+94.0% |
| Participant deferral / active EE | $7,896 | $6,923+14.1% | $10,408-24.1% | $4,289+84.1% |
| Admin fee / account holder | $929 | $966-3.8% | $12,815-92.7% | $1,587-41.5% |