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 6-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 | $30,136 | $84,487-64.3% | $125,339-76.0% | $66,914-55.0% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.3pp | 69.8%+20.9pp |
| Annual return | -0.26% | -8.39%+8.1pp | 572.05%-572.3pp | 1.58%-1.8pp |
| Employer contribution / active EE | $4,747 | $3,553+33.6% | $4,814-1.4% | $2,544+86.6% |
| Participant deferral / active EE | $9,813 | $6,781+44.7% | $7,446+31.8% | $4,237+131.6% |
| Admin fee / account holder | $2,009 | $685+193.3% | $10,010-79.9% | $593+238.7% |