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 | $39,975 | $68,346-41.5% | $94,646-57.8% | $75,163-46.8% |
| Participation rate | 86.5% | 76.1%+10.4pp | 80.8%+5.7pp | 67.2%+19.3pp |
| Annual return | 22.80% | 616.93%-594.1pp | 156.71%-133.9pp | 160.62%-137.8pp |
| Employer contribution / active EE | $4,978 | $2,701+84.3% | $3,672+35.6% | $2,670+86.5% |
| Participant deferral / active EE | $12,443 | $6,537+90.3% | $7,418+67.7% | $4,125+201.6% |
| Admin fee / account holder | $3,290 | $5,326-38.2% | $7,231-54.5% | $5,651-41.8% |