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 5-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 | $24,616 | $77,503-68.2% | $100,391-75.5% | $80,856-69.6% |
| Participation rate | 96.9% | 76.9%+19.9pp | 81.5%+15.4pp | 67.6%+29.2pp |
| Annual return | 52.74% | 37.20%+15.5pp | 49.20%+3.5pp | 35.59%+17.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,756 | $6,820+57.7% | $8,082+33.1% | $4,296+150.4% |
| Admin fee / account holder | $2,059 | $5,897-65.1% | $7,899-73.9% | $6,918-70.2% |