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 4-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 | $2,439 | $24,733-90.1% | $69,647-96.5% | $74,495-96.7% |
| Participation rate | 85.4% | 63.5%+21.9pp | 66.5%+19.0pp | 67.2%+18.2pp |
| Annual return | 13.09% | 18.55%-5.5pp | 100.48%-87.4pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $1,001-100.0% | $1,712-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,219 | $1,901-35.9% | $2,886-57.8% | $4,346-72.0% |
| Admin fee / account holder | $393 | $1,892-79.2% | $4,713-91.7% | $1,942-79.8% |