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 | $23,860 | $53,516-55.4% | $126,539-81.1% | $84,808-71.9% |
| Participation rate | 81.8% | 58.2%+23.6pp | 69.8%+12.0pp | 68.3%+13.5pp |
| Annual return | 13.27% | 58.34%-45.1pp | 425.95%-412.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,579 | $1,535+133.2% | $3,674-2.6% | $2,631+36.0% |
| Participant deferral / active EE | $4,039 | $2,671+51.2% | $4,083-1.1% | $4,212-4.1% |
| Admin fee / account holder | $3,516 | $4,497-21.8% | $6,065-42.0% | $7,344-52.1% |