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 | $27,371 | $55,415-50.6% | $155,509-82.4% | $74,495-63.3% |
| Participation rate | 73.6% | 61.9%+11.7pp | 78.2%-4.5pp | 67.2%+6.4pp |
| Annual return | 12.46% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,045 | $2,267-53.9% | $4,672-77.6% | $2,623-60.2% |
| Participant deferral / active EE | $1,100 | $2,836-61.2% | $5,626-80.4% | $4,346-74.7% |
| Admin fee / account holder | $1,434 | $1,738-17.5% | $15,912-91.0% | $1,942-26.2% |