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 | $17,261 | $55,415-68.9% | $155,509-88.9% | $74,495-76.8% |
| Participation rate | 92.2% | 61.9%+30.3pp | 78.2%+14.1pp | 67.2%+25.0pp |
| Annual return | 72.64% | 268.50%-195.9pp | 64.67%+8.0pp | 1364.94%-1292.3pp |
| Employer contribution / active EE | $2,020 | $2,267-10.9% | $4,672-56.8% | $2,623-23.0% |
| Participant deferral / active EE | $3,465 | $2,836+22.2% | $5,626-38.4% | $4,346-20.3% |
| Admin fee / account holder | $1,920 | $1,738+10.4% | $15,912-87.9% | $1,942-1.1% |