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 7-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 | $44,762 | $58,320-23.2% | $86,436-48.2% | $66,914-33.1% |
| Participation rate | 97.5% | 78.6%+18.9pp | 80.3%+17.2pp | 69.8%+27.7pp |
| Annual return | 110.31% | -9.71%+120.0pp | 4394.89%-4284.6pp | 1.58%+108.7pp |
| Employer contribution / active EE | $3,259 | $2,615+24.6% | $3,769-13.5% | $2,544+28.1% |
| Participant deferral / active EE | $8,985 | $6,899+30.2% | $6,952+29.3% | $4,237+112.1% |
| Admin fee / account holder | $4,129 | $546+656.4% | $6,731-38.7% | $593+596.0% |