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 9-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 | $31,307 | $60,323-48.1% | $81,812-61.7% | $74,495-58.0% |
| Participation rate | 72.4% | 62.9%+9.6pp | 72.3%+0.1pp | 67.2%+5.2pp |
| Annual return | 22.47% | 16.90%+5.6pp | 773.79%-751.3pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $368 | $2,620-86.0% | $2,912-87.4% | $2,623-86.0% |
| Participant deferral / active EE | $2,150 | $3,387-36.5% | $4,319-50.2% | $4,346-50.5% |
| Admin fee / account holder | $1,407 | $1,486-5.3% | $7,386-81.0% | $1,942-27.5% |