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 5-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 | $43,395 | $109,881-60.5% | $150,045-71.1% | $84,808-48.8% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.5pp | 68.3%+29.6pp |
| Annual return | 106.97% | 28.25%+78.7pp | 62.55%+44.4pp | 40.90%+66.1pp |
| Employer contribution / active EE | $4,485 | $3,561+25.9% | $4,693-4.4% | $2,631+70.5% |
| Participant deferral / active EE | $8,917 | $6,636+34.4% | $7,997+11.5% | $4,212+111.7% |
| Admin fee / account holder | $9,943 | $8,568+16.1% | $13,435-26.0% | $7,344+35.4% |