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 | $3,590 | $20,316-82.3% | $66,042-94.6% | $74,304-95.2% |
| Participation rate | 72.0% | 62.8%+9.2pp | 67.5%+4.5pp | 60.3%+11.7pp |
| Annual return | 482.68% | 28.10%+454.6pp | 52.11%+430.6pp | 29.43%+453.3pp |
| Employer contribution / active EE | $764 | $745+2.6% | $1,579-51.6% | $2,241-65.9% |
| Participant deferral / active EE | $938 | $1,615-41.9% | $2,835-66.9% | $3,767-75.1% |
| Admin fee / account holder | $1,525 | $1,668-8.6% | $5,747-73.5% | $2,969-48.6% |