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 | $5,435 | $20,316-73.3% | $66,042-91.8% | $74,304-92.7% |
| Participation rate | 78.4% | 62.8%+15.6pp | 67.5%+10.9pp | 60.3%+18.0pp |
| Annual return | 16.50% | 28.10%-11.6pp | 52.11%-35.6pp | 29.43%-12.9pp |
| Employer contribution / active EE | $680 | $745-8.7% | $1,579-57.0% | $2,241-69.7% |
| Participant deferral / active EE | $1,439 | $1,615-10.9% | $2,835-49.2% | $3,767-61.8% |
| Admin fee / account holder | $1,683 | $1,668+0.9% | $5,747-70.7% | $2,969-43.3% |