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 4-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 | $46,180 | $87,013-46.9% | $106,213-56.5% | $80,856-42.9% |
| Participation rate | 87.6% | 70.4%+17.2pp | 75.3%+12.4pp | 67.6%+20.0pp |
| Annual return | 58.25% | 17.05%+41.2pp | 116.14%-57.9pp | 35.59%+22.7pp |
| Employer contribution / active EE | $3,611 | $2,395+50.8% | $3,171+13.9% | $2,755+31.1% |
| Participant deferral / active EE | $14,049 | $3,986+252.5% | $5,016+180.1% | $4,296+227.0% |
| Admin fee / account holder | $3,534 | $8,431-58.1% | $11,033-68.0% | $6,918-48.9% |