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 9-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 | $16,123 | $29,548-45.4% | $56,411-71.4% | $77,643-79.2% |
| Participation rate | 82.7% | 32.7%+50.0pp | 52.5%+30.2pp | 70.6%+12.1pp |
| Annual return | 13.28% | 19.01%-5.7pp | 1701.33%-1688.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,386 | $568+144.2% | $1,039+33.4% | $2,726-49.2% |
| Participant deferral / active EE | $2,735 | $1,061+157.8% | $1,952+40.1% | $4,647-41.2% |
| Admin fee / account holder | $1,281 | $1,046+22.5% | $2,829-54.7% | $430+197.6% |