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 | $59,708 | $55,415+7.7% | $155,509-61.6% | $74,495-19.8% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 210.17% | 268.50%-58.3pp | 64.67%+145.5pp | 1364.94%-1154.8pp |
| Employer contribution / active EE | $3,746 | $2,267+65.2% | $4,672-19.8% | $2,623+42.8% |
| Participant deferral / active EE | $2,148 | $2,836-24.2% | $5,626-61.8% | $4,346-50.6% |
| Admin fee / account holder | $722 | $1,738-58.4% | $15,912-95.5% | $1,942-62.8% |