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 | $33,742 | $60,323-44.1% | $81,812-58.8% | $74,495-54.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.87% | 16.90%-5.0pp | 773.79%-761.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,796 | $2,620+6.7% | $2,912-4.0% | $2,623+6.6% |
| Participant deferral / active EE | $5,012 | $3,387+47.9% | $4,319+16.0% | $4,346+15.3% |
| Admin fee / account holder | $6,162 | $1,486+314.7% | $7,386-16.6% | $1,942+217.4% |