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 9-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 | $29,315 | $104,475-71.9% | $159,436-81.6% | $79,386-63.1% |
| Participation rate | 76.4% | 76.6%-0.2pp | 82.8%-6.4pp | 70.7%+5.7pp |
| Annual return | 31.42% | 67.95%-36.5pp | 263.57%-232.1pp | 116.85%-85.4pp |
| Employer contribution / active EE | $2,185 | $3,417-36.1% | $4,829-54.8% | $2,427-10.0% |
| Participant deferral / active EE | $4,358 | $6,467-32.6% | $7,352-40.7% | $4,046+7.7% |
| Admin fee / account holder | $686 | $711-3.5% | $10,799-93.6% | $626+9.5% |