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 8-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 | $29,546 | $104,475-71.7% | $159,436-81.5% | $79,386-62.8% |
| Participation rate | 96.0% | 76.6%+19.4pp | 82.8%+13.2pp | 70.7%+25.3pp |
| Annual return | 20.40% | 67.95%-47.5pp | 263.57%-243.2pp | 116.85%-96.4pp |
| Employer contribution / active EE | $2,205 | $3,417-35.5% | $4,829-54.3% | $2,427-9.2% |
| Participant deferral / active EE | $5,437 | $6,467-15.9% | $7,352-26.0% | $4,046+34.4% |
| Admin fee / account holder | $1,486 | $711+108.9% | $10,799-86.2% | $626+137.1% |