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 | $14,554 | $56,317-74.2% | $71,209-79.6% | $74,304-80.4% |
| Participation rate | 88.1% | 55.1%+33.0pp | 73.8%+14.4pp | 60.3%+27.8pp |
| Annual return | 15.93% | 42.83%-26.9pp | 282.51%-266.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,651 | $2,160-23.6% | $2,721-39.3% | $2,241-26.3% |
| Participant deferral / active EE | $2,837 | $2,788+1.8% | $4,175-32.0% | $3,767-24.7% |
| Admin fee / account holder | $2,774 | $2,290+21.2% | $5,349-48.1% | $2,969-6.6% |