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 | $40,916 | $44,642-8.3% | $91,220-55.1% | $66,914-38.9% |
| Participation rate | 74.3% | 64.9%+9.4pp | 73.2%+1.1pp | 69.8%+4.5pp |
| Annual return | 0.83% | -12.29%+13.1pp | 114.01%-113.2pp | 1.58%-0.8pp |
| Employer contribution / active EE | $3,159 | $1,706+85.1% | $2,850+10.8% | $2,544+24.1% |
| Participant deferral / active EE | $7,607 | $3,349+127.2% | $4,234+79.7% | $4,237+79.5% |
| Admin fee / account holder | $1,174 | $521+125.2% | $5,420-78.3% | $593+98.0% |