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 8-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 | $44,325 | $102,317-56.7% | $146,958-69.8% | $80,856-45.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 20.79% | 134.76%-114.0pp | 418.34%-397.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $3,634 | $3,713-2.1% | $4,933-26.3% | $2,755+31.9% |
| Participant deferral / active EE | $8,570 | $6,644+29.0% | $8,070+6.2% | $4,296+99.5% |
| Admin fee / account holder | $2,327 | $7,941-70.7% | $12,998-82.1% | $6,918-66.4% |