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 8-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 | $29,687 | $102,317-71.0% | $146,958-79.8% | $80,856-63.3% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 51.64% | 134.76%-83.1pp | 418.34%-366.7pp | 35.59%+16.0pp |
| Employer contribution / active EE | $4,705 | $3,713+26.7% | $4,933-4.6% | $2,755+70.8% |
| Participant deferral / active EE | $6,548 | $6,644-1.4% | $8,070-18.9% | $4,296+52.4% |
| Admin fee / account holder | $2,247 | $7,941-71.7% | $12,998-82.7% | $6,918-67.5% |