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 4-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 | $27,265 | $84,487-67.7% | $125,339-78.2% | $66,914-59.3% |
| Participation rate | 75.8% | 76.4%-0.7pp | 82.4%-6.6pp | 69.8%+6.0pp |
| Annual return | 3654.19% | -8.39%+3662.6pp | 572.05%+3082.1pp | 1.58%+3652.6pp |
| Employer contribution / active EE | $2,631 | $3,553-25.9% | $4,814-45.3% | $2,544+3.4% |
| Participant deferral / active EE | $4,739 | $6,781-30.1% | $7,446-36.4% | $4,237+11.8% |
| Admin fee / account holder | $3,503 | $685+411.3% | $10,010-65.0% | $593+490.4% |