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 | $76,374 | $174,896-56.3% | $125,339-39.1% | - |
| Participation rate | 82.8% | 70.4%+12.4pp | 82.4%+0.5pp | - |
| Annual return | -16.08% | -12.90%-3.2pp | 572.05%-588.1pp | - |
| Employer contribution / active EE | $7,070 | $3,570+98.1% | $4,814+46.9% | - |
| Participant deferral / active EE | $12,426 | $6,354+95.6% | $7,446+66.9% | - |
| Admin fee / account holder | $3,895 | $56,117-93.1% | $10,010-61.1% | - |