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 | $50,212 | $101,317-50.4% | $146,958-65.8% | $74,495-32.6% |
| Participation rate | 89.3% | 75.5%+13.8pp | 82.2%+7.2pp | 67.2%+22.1pp |
| Annual return | 126.39% | 8730.91%-8604.5pp | 418.34%-292.0pp | 1364.94%-1238.6pp |
| Employer contribution / active EE | $3,942 | $3,810+3.5% | $4,933-20.1% | $2,623+50.3% |
| Participant deferral / active EE | $9,656 | $7,303+32.2% | $8,070+19.7% | $4,346+122.2% |
| Admin fee / account holder | $7,711 | $1,739+343.5% | $12,998-40.7% | $1,942+297.1% |