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 6-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 | $25,936 | $81,625-68.2% | $167,512-84.5% | $74,304-65.1% |
| Participation rate | 80.2% | 60.0%+20.2pp | 77.1%+3.2pp | 60.3%+19.9pp |
| Annual return | 25.19% | 26.09%-0.9pp | 1615.79%-1590.6pp | 29.43%-4.2pp |
| Employer contribution / active EE | $1,675 | $2,010-16.7% | $3,882-56.8% | $2,241-25.3% |
| Participant deferral / active EE | $2,894 | $4,115-29.7% | $6,405-54.8% | $3,767-23.2% |
| Admin fee / account holder | $2,087 | $3,474-39.9% | $9,769-78.6% | $2,969-29.7% |