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 | $61,765 | $148,978-58.5% | $200,582-69.2% | $84,808-27.2% |
| Participation rate | 85.9% | 84.2%+1.6pp | 86.9%-1.0pp | 68.3%+17.6pp |
| Annual return | 30.89% | 28.16%+2.7pp | 42.33%-11.4pp | 40.90%-10.0pp |
| Employer contribution / active EE | $8,454 | $4,815+75.6% | $6,419+31.7% | $2,631+221.3% |
| Participant deferral / active EE | $12,884 | $7,142+80.4% | $9,331+38.1% | $4,212+205.9% |
| Admin fee / account holder | $1,856 | $13,977-86.7% | $16,305-88.6% | $7,344-74.7% |