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 | $5,476 | $20,316-73.0% | $66,042-91.7% | $74,304-92.6% |
| Participation rate | 82.2% | 62.8%+19.4pp | 67.5%+14.7pp | 60.3%+21.8pp |
| Annual return | 24.36% | 28.10%-3.7pp | 52.11%-27.7pp | 29.43%-5.1pp |
| Employer contribution / active EE | $780 | $745+4.8% | $1,579-50.6% | $2,241-65.2% |
| Participant deferral / active EE | $1,740 | $1,615+7.7% | $2,835-38.6% | $3,767-53.8% |
| Admin fee / account holder | $530 | $1,668-68.2% | $5,747-90.8% | $2,969-82.1% |