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 | $3,054 | $20,316-85.0% | $66,042-95.4% | $74,304-95.9% |
| Participation rate | 76.3% | 62.8%+13.5pp | 67.5%+8.8pp | 60.3%+15.9pp |
| Annual return | 20.04% | 28.10%-8.1pp | 52.11%-32.1pp | 29.43%-9.4pp |
| Employer contribution / active EE | $397 | $745-46.7% | $1,579-74.9% | $2,241-82.3% |
| Participant deferral / active EE | $867 | $1,615-46.3% | $2,835-69.4% | $3,767-77.0% |
| Admin fee / account holder | $642 | $1,668-61.5% | $5,747-88.8% | $2,969-78.4% |