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 | $20,774 | $58,208-64.3% | $81,812-74.6% | $80,856-74.3% |
| Participation rate | 86.2% | 63.4%+22.8pp | 72.3%+13.9pp | 67.6%+18.6pp |
| Annual return | 12.98% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,424 | $2,340-39.1% | $2,912-51.1% | $2,755-48.3% |
| Participant deferral / active EE | $3,100 | $3,281-5.5% | $4,319-28.2% | $4,296-27.8% |
| Admin fee / account holder | $579 | $4,981-88.4% | $7,386-92.2% | $6,918-91.6% |