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 | $42,571 | $99,957-57.4% | $149,696-71.6% | $73,488-42.1% |
| Participation rate | 84.7% | 75.7%+9.0pp | 82.5%+2.3pp | 70.7%+14.1pp |
| Annual return | 35.92% | 53.87%-17.9pp | 276.60%-240.7pp | 28.51%+7.4pp |
| Employer contribution / active EE | $3,961 | $3,191+24.1% | $4,644-14.7% | $2,270+74.5% |
| Participant deferral / active EE | $8,839 | $6,073+45.6% | $6,842+29.2% | $3,740+136.4% |
| Admin fee / account holder | $4,802 | $551+772.0% | $9,309-48.4% | $513+836.0% |