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 | $24,760 | $68,719-64.0% | $91,541-73.0% | $84,808-70.8% |
| Participation rate | 85.3% | 64.5%+20.8pp | 69.8%+15.6pp | 68.3%+17.0pp |
| Annual return | 13.38% | 19.12%-5.7pp | 20.50%-7.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,315 | $1,920+20.6% | $2,505-7.6% | $2,631-12.0% |
| Participant deferral / active EE | $3,200 | $3,136+2.1% | $4,008-20.2% | $4,212-24.0% |
| Admin fee / account holder | $2,693 | $5,786-53.5% | $6,956-61.3% | $7,344-63.3% |