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 | $116,567 | $101,317+15.1% | $146,958-20.7% | $74,495+56.5% |
| Participation rate | 73.0% | 75.5%-2.5pp | 82.2%-9.1pp | 67.2%+5.8pp |
| Annual return | 14.08% | 8730.91%-8716.8pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,541 | $3,810+19.2% | $4,933-8.0% | $2,623+73.1% |
| Participant deferral / active EE | $7,334 | $7,303+0.4% | $8,070-9.1% | $4,346+68.8% |
| Admin fee / account holder | $7,830 | $1,739+350.3% | $12,998-39.8% | $1,942+303.3% |