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 | $23,871 | $56,317-57.6% | $71,209-66.5% | $74,304-67.9% |
| Participation rate | 82.4% | 55.1%+27.3pp | 73.8%+8.7pp | 60.3%+22.1pp |
| Annual return | 17.05% | 42.83%-25.8pp | 282.51%-265.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,298 | $2,160-39.9% | $2,721-52.3% | $2,241-42.1% |
| Participant deferral / active EE | $2,412 | $2,788-13.5% | $4,175-42.2% | $3,767-36.0% |
| Admin fee / account holder | $943 | $2,290-58.8% | $5,349-82.4% | $2,969-68.2% |