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 | $62,965 | $81,474-22.7% | $133,956-53.0% | $73,488-14.3% |
| Participation rate | 86.9% | 76.4%+10.5pp | 79.8%+7.0pp | 70.7%+16.2pp |
| Annual return | 1103.86% | 19.40%+1084.5pp | 45.09%+1058.8pp | 28.51%+1075.3pp |
| Employer contribution / active EE | $1,287 | $2,209-41.7% | $3,919-67.2% | $2,270-43.3% |
| Participant deferral / active EE | $2,277 | $3,786-39.9% | $5,048-54.9% | $3,740-39.1% |
| Admin fee / account holder | $1,705 | $713+139.1% | $8,927-80.9% | $513+232.3% |