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 10-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 | $28,041 | $49,227-43.0% | $70,449-60.2% | $79,858-64.9% |
| Participation rate | 89.8% | 69.2%+20.7pp | 75.1%+14.8pp | 69.6%+20.2pp |
| Annual return | 7.86% | 30.06%-22.2pp | 109.03%-101.2pp | 31.71%-23.9pp |
| Employer contribution / active EE | $469 | $2,099-77.7% | $2,737-82.9% | $2,471-81.0% |
| Participant deferral / active EE | $3,965 | $2,768+43.3% | $3,709+6.9% | $3,740+6.0% |
| Admin fee / account holder | $564 | $2,878-80.4% | $3,845-85.3% | $5,306-89.4% |