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 3-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 | $5,151 | $24,730-79.2% | $66,042-92.2% | $84,808-93.9% |
| Participation rate | 78.4% | 68.1%+10.3pp | 67.5%+10.9pp | 68.3%+10.1pp |
| Annual return | 27.35% | 79.55%-52.2pp | 52.11%-24.8pp | 40.90%-13.5pp |
| Employer contribution / active EE | $535 | $857-37.5% | $1,579-66.1% | $2,631-79.7% |
| Participant deferral / active EE | $1,147 | $1,737-34.0% | $2,835-59.6% | $4,212-72.8% |
| Admin fee / account holder | $305 | $3,014-89.9% | $5,747-94.7% | $7,344-95.8% |