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 5-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 | $12,384 | $48,750-74.6% | $88,946-86.1% | $74,304-83.3% |
| Participation rate | 82.6% | 44.5%+38.2pp | 68.8%+13.8pp | 60.3%+22.3pp |
| Annual return | 57.29% | 25.91%+31.4pp | 57.82%-0.5pp | 29.43%+27.9pp |
| Employer contribution / active EE | $1,542 | $1,255+22.8% | $2,555-39.7% | $2,241-31.2% |
| Participant deferral / active EE | $4,035 | $2,423+66.5% | $4,581-11.9% | $3,767+7.1% |
| Admin fee / account holder | $1,300 | $3,756-65.4% | $8,261-84.3% | $2,969-56.2% |