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 10-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 | $33,442 | $58,208-42.5% | $81,812-59.1% | $80,856-58.6% |
| Participation rate | 84.3% | 63.4%+20.9pp | 72.3%+11.9pp | 67.6%+16.6pp |
| Annual return | 15.13% | 41.66%-26.5pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,023 | $2,340+114.7% | $2,912+72.5% | $2,755+82.3% |
| Participant deferral / active EE | $5,754 | $3,281+75.4% | $4,319+33.2% | $4,296+33.9% |
| Admin fee / account holder | $3,201 | $4,981-35.7% | $7,386-56.7% | $6,918-53.7% |