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 10-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 | $18,009 | $83,902-78.5% | $167,512-89.2% | $84,808-78.8% |
| Participation rate | 98.9% | 66.5%+32.4pp | 77.1%+21.8pp | 68.3%+30.6pp |
| Annual return | 15.53% | 91.55%-76.0pp | 1615.79%-1600.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,189 | $2,264-3.3% | $3,882-43.6% | $2,631-16.8% |
| Participant deferral / active EE | $4,073 | $4,442-8.3% | $6,405-36.4% | $4,212-3.3% |
| Admin fee / account holder | $3,744 | $7,915-52.7% | $9,769-61.7% | $7,344-49.0% |