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 | $3,505 | $24,730-85.8% | $66,042-94.7% | $84,808-95.9% |
| Participation rate | 72.1% | 68.1%+4.0pp | 67.5%+4.6pp | 68.3%+3.8pp |
| Annual return | 20.57% | 79.55%-59.0pp | 52.11%-31.5pp | 40.90%-20.3pp |
| Employer contribution / active EE | $603 | $857-29.6% | $1,579-61.8% | $2,631-77.1% |
| Participant deferral / active EE | $1,826 | $1,737+5.1% | $2,835-35.6% | $4,212-56.6% |
| Admin fee / account holder | $486 | $3,014-83.9% | $5,747-91.5% | $7,344-93.4% |