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 | $40,114 | $44,960-10.8% | $84,966-52.8% | $74,495-46.2% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 602.93% | 26.24%+576.7pp | 66.38%+536.5pp | 1364.94%-762.0pp |
| Employer contribution / active EE | $3,053 | $1,457+109.5% | $2,727+12.0% | $2,623+16.4% |
| Participant deferral / active EE | $4,151 | $2,731+52.0% | $4,519-8.2% | $4,346-4.5% |
| Admin fee / account holder | $4,739 | $2,209+114.5% | $6,149-22.9% | $1,942+144.0% |