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 | $44,761 | $93,571-52.2% | $135,903-67.1% | $75,163-40.4% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.3pp | 67.2%+24.1pp |
| Annual return | 18.04% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,867 | $3,537-18.9% | $4,856-41.0% | $2,670+7.4% |
| Participant deferral / active EE | $5,034 | $6,404-21.4% | $7,758-35.1% | $4,125+22.0% |
| Admin fee / account holder | $2,605 | $6,975-62.7% | $10,762-75.8% | $5,651-53.9% |