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 | $81,190 | $109,881-26.1% | $150,045-45.9% | $84,808-4.3% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.0pp | 68.3%+10.0pp |
| Annual return | 240.44% | 28.25%+212.2pp | 62.55%+177.9pp | 40.90%+199.5pp |
| Employer contribution / active EE | $7,883 | $3,561+121.4% | $4,693+68.0% | $2,631+199.6% |
| Participant deferral / active EE | $14,478 | $6,636+118.2% | $7,997+81.0% | $4,212+243.8% |
| Admin fee / account holder | $20,933 | $8,568+144.3% | $13,435+55.8% | $7,344+185.0% |