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 | $35,697 | $59,107-39.6% | $86,436-58.7% | $68,494-47.9% |
| Participation rate | 95.8% | 75.2%+20.6pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -11.48% | -0.23%-11.2pp | 4394.89%-4406.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $2,508 | $2,519-0.4% | $3,769-33.5% | $2,596-3.4% |
| Participant deferral / active EE | $9,194 | $5,901+55.8% | $6,952+32.3% | $4,027+128.3% |
| Admin fee / account holder | $1,359 | $5,637-75.9% | $6,731-79.8% | $5,403-74.8% |