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 | $91,950 | $101,317-9.2% | $146,958-37.4% | $74,495+23.4% |
| Participation rate | 73.6% | 75.5%-2.0pp | 82.2%-8.6pp | 67.2%+6.4pp |
| Annual return | 15.79% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,220 | $3,810+10.8% | $4,933-14.5% | $2,623+60.9% |
| Participant deferral / active EE | $8,122 | $7,303+11.2% | $8,070+0.6% | $4,346+86.9% |
| Admin fee / account holder | $3,775 | $1,739+117.1% | $12,998-71.0% | $1,942+94.4% |