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 3-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 | $22,383 | $74,927-70.1% | $101,794-78.0% | $84,808-73.6% |
| Participation rate | 96.1% | 61.4%+34.7pp | 69.2%+26.9pp | 68.3%+27.7pp |
| Annual return | 19.61% | 18.70%+0.9pp | 30.53%-10.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,504 | $1,522+64.5% | $2,289+9.4% | $2,631-4.8% |
| Participant deferral / active EE | $4,238 | $3,099+36.7% | $4,084+3.8% | $4,212+0.6% |
| Admin fee / account holder | $1,759 | $6,514-73.0% | $8,777-80.0% | $7,344-76.0% |