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 | $36,033 | $91,407-60.6% | $135,903-73.5% | $71,457-49.6% |
| Participation rate | 77.9% | 75.7%+2.2pp | 81.9%-4.0pp | 67.9%+9.9pp |
| Annual return | 31.67% | 29.90%+1.8pp | 68.23%-36.6pp | 28.85%+2.8pp |
| Employer contribution / active EE | $8,470 | $3,703+128.7% | $4,856+74.4% | $2,588+227.3% |
| Participant deferral / active EE | $5,566 | $7,092-21.5% | $7,758-28.3% | $4,289+29.8% |
| Admin fee / account holder | $614 | $1,266-51.5% | $10,762-94.3% | $1,587-61.3% |