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 | $46,611 | $85,202-45.3% | $172,739-73.0% | $72,985-36.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 33.78% | 27.32%+6.5pp | 802.84%-769.1pp | 81.00%-47.2pp |
| Employer contribution / active EE | $3,510 | $3,324+5.6% | $5,143-31.8% | $2,440+43.8% |
| Participant deferral / active EE | $1,610 | $3,260-50.6% | $5,198-69.0% | $3,607-55.4% |
| Admin fee / account holder | $1,877 | $5,884-68.1% | $13,954-86.6% | $5,124-63.4% |