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 4-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 | $8,030 | $20,316-60.5% | $66,042-87.8% | $74,304-89.2% |
| Participation rate | 83.5% | 62.8%+20.7pp | 67.5%+16.0pp | 60.3%+23.1pp |
| Annual return | 17.35% | 28.10%-10.8pp | 52.11%-34.8pp | 29.43%-12.1pp |
| Employer contribution / active EE | $758 | $745+1.8% | $1,579-52.0% | $2,241-66.2% |
| Participant deferral / active EE | $2,255 | $1,615+39.6% | $2,835-20.5% | $3,767-40.1% |
| Admin fee / account holder | $1,091 | $1,668-34.6% | $5,747-81.0% | $2,969-63.3% |