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 7-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 | $29,167 | $91,407-68.1% | $135,903-78.5% | $71,457-59.2% |
| Participation rate | 89.7% | 75.7%+14.1pp | 81.9%+7.8pp | 67.9%+21.8pp |
| Annual return | 53.40% | 29.90%+23.5pp | 68.23%-14.8pp | 28.85%+24.6pp |
| Employer contribution / active EE | $3,734 | $3,703+0.8% | $4,856-23.1% | $2,588+44.3% |
| Participant deferral / active EE | $5,998 | $7,092-15.4% | $7,758-22.7% | $4,289+39.9% |
| Admin fee / account holder | $1,605 | $1,266+26.8% | $10,762-85.1% | $1,587+1.1% |