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 10-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 | $85,597 | $38,365+123.1% | $84,611+1.2% | $65,185+31.3% |
| Participation rate | 80.2% | 55.7%+24.5pp | 68.2%+11.9pp | 70.2%+10.0pp |
| Annual return | 95.87% | 32.00%+63.9pp | 258.74%-162.9pp | 29.38%+66.5pp |
| Employer contribution / active EE | $2,551 | $1,258+102.7% | $2,652-3.8% | $2,177+17.2% |
| Participant deferral / active EE | $5,186 | $2,278+127.6% | $3,899+33.0% | $3,514+47.6% |
| Admin fee / account holder | $762 | $451+68.8% | $4,912-84.5% | $847-10.0% |