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 | $34,109 | $82,664-58.7% | $125,339-72.8% | $68,494-50.2% |
| Participation rate | 94.8% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -9.75% | -5.97%-3.8pp | 572.05%-581.8pp | -7.84%-1.9pp |
| Employer contribution / active EE | $4,571 | $3,381+35.2% | $4,814-5.0% | $2,596+76.0% |
| Participant deferral / active EE | $9,569 | $6,110+56.6% | $7,446+28.5% | $4,027+137.6% |
| Admin fee / account holder | $317 | $6,275-94.9% | $10,010-96.8% | $5,403-94.1% |