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 | $32,971 | $81,460-59.5% | $103,333-68.1% | $80,856-59.2% |
| Participation rate | 81.1% | 66.8%+14.2pp | 74.5%+6.5pp | 67.6%+13.4pp |
| Annual return | 11.71% | 25.55%-13.8pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,375 | $3,105-23.5% | $3,868-38.6% | $2,755-13.8% |
| Participant deferral / active EE | $4,344 | $3,869+12.3% | $5,057-14.1% | $4,296+1.1% |
| Admin fee / account holder | $615 | $6,566-90.6% | $8,355-92.6% | $6,918-91.1% |