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 | $32,114 | $81,460-60.6% | $103,333-68.9% | $80,856-60.3% |
| Participation rate | 84.2% | 66.8%+17.4pp | 74.5%+9.7pp | 67.6%+16.6pp |
| Annual return | 12.96% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,761 | $3,105-11.1% | $3,868-28.6% | $2,755+0.2% |
| Participant deferral / active EE | $5,697 | $3,869+47.3% | $5,057+12.7% | $4,296+32.6% |
| Admin fee / account holder | $830 | $6,566-87.4% | $8,355-90.1% | $6,918-88.0% |