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 | $34,257 | $109,881-68.8% | $150,045-77.2% | $84,808-59.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 29.18% | 28.25%+0.9pp | 62.55%-33.4pp | 40.90%-11.7pp |
| Employer contribution / active EE | $4,708 | $3,561+32.2% | $4,693+0.3% | $2,631+78.9% |
| Participant deferral / active EE | $8,939 | $6,636+34.7% | $7,997+11.8% | $4,212+112.2% |
| Admin fee / account holder | $3,973 | $8,568-53.6% | $13,435-70.4% | $7,344-45.9% |