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 5-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 | $12,532 | $49,922-74.9% | $80,569-84.4% | $75,163-83.3% |
| Participation rate | 79.7% | 55.3%+24.4pp | 67.0%+12.7pp | 67.2%+12.6pp |
| Annual return | 22.34% | 34.69%-12.4pp | 935.43%-913.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,243 | $1,698-26.8% | $2,723-54.4% | $2,670-53.5% |
| Participant deferral / active EE | $2,937 | $2,990-1.8% | $4,447-34.0% | $4,125-28.8% |
| Admin fee / account holder | $1,751 | $3,577-51.0% | $5,377-67.4% | $5,651-69.0% |