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 | $24,099 | $54,705-55.9% | $71,209-66.2% | $84,808-71.6% |
| Participation rate | 94.2% | 64.1%+30.2pp | 73.8%+20.5pp | 68.3%+25.9pp |
| Annual return | 15.40% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,503 | $2,158+108.7% | $2,721+65.5% | $2,631+71.2% |
| Participant deferral / active EE | $2,129 | $3,030-29.7% | $4,175-49.0% | $4,212-49.4% |
| Admin fee / account holder | $3,614 | $4,863-25.7% | $5,349-32.4% | $7,344-50.8% |