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 | $40,097 | $88,634-54.8% | $101,326-60.4% | $74,304-46.0% |
| Participation rate | 97.2% | 76.9%+20.4pp | 81.5%+15.8pp | 60.3%+36.9pp |
| Annual return | 23.93% | 33.10%-9.2pp | 36.82%-12.9pp | 29.43%-5.5pp |
| Employer contribution / active EE | $3,904 | $2,930+33.2% | $3,665+6.5% | $2,241+74.2% |
| Participant deferral / active EE | $7,925 | $7,322+8.2% | $7,994-0.9% | $3,767+110.4% |
| Admin fee / account holder | $1,114 | $2,425-54.1% | $11,185-90.0% | $2,969-62.5% |