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 | $47,390 | $80,673-41.3% | $101,326-53.2% | $84,808-44.1% |
| Participation rate | 92.6% | 77.8%+14.8pp | 81.5%+11.1pp | 68.3%+24.2pp |
| Annual return | 33.10% | 38.95%-5.9pp | 36.82%-3.7pp | 40.90%-7.8pp |
| Employer contribution / active EE | $4,361 | $2,698+61.7% | $3,665+19.0% | $2,631+65.8% |
| Participant deferral / active EE | $8,815 | $6,840+28.9% | $7,994+10.3% | $4,212+109.3% |
| Admin fee / account holder | $946 | $12,784-92.6% | $11,185-91.5% | $7,344-87.1% |