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 6-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 | $40,702 | $100,923-59.7% | $150,045-72.9% | $74,304-45.2% |
| Participation rate | 99.1% | 70.1%+29.0pp | 82.3%+16.8pp | 60.3%+38.7pp |
| Annual return | 18.18% | 51.77%-33.6pp | 62.55%-44.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,999 | $3,463-13.4% | $4,693-36.1% | $2,241+33.8% |
| Participant deferral / active EE | $4,584 | $6,709-31.7% | $7,997-42.7% | $3,767+21.7% |
| Admin fee / account holder | $2,311 | $2,767-16.5% | $13,435-82.8% | $2,969-22.2% |