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 | $51,121 | $82,978-38.4% | $129,995-60.7% | $71,457-28.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 499.35% | 20.60%+478.8pp | -137.18%+636.5pp | 28.85%+470.5pp |
| Employer contribution / active EE | $2,737 | $2,622+4.4% | $4,320-36.6% | $2,588+5.8% |
| Participant deferral / active EE | $5,698 | $4,432+28.6% | $5,820-2.1% | $4,289+32.9% |
| Admin fee / account holder | $7,979 | $1,729+361.5% | $10,614-24.8% | $1,587+402.7% |