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 | $33,110 | $84,487-60.8% | $125,339-73.6% | $66,914-50.5% |
| Participation rate | 79.9% | 76.4%+3.5pp | 82.4%-2.5pp | 69.8%+10.1pp |
| Annual return | -12.22% | -8.39%-3.8pp | 572.05%-584.3pp | 1.58%-13.8pp |
| Employer contribution / active EE | $2,526 | $3,553-28.9% | $4,814-47.5% | $2,544-0.7% |
| Participant deferral / active EE | $6,770 | $6,781-0.2% | $7,446-9.1% | $4,237+59.8% |
| Admin fee / account holder | $3,058 | $685+346.5% | $10,010-69.4% | $593+415.5% |