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 | $27,532 | $60,165-54.2% | $74,183-62.9% | $55,167-50.1% |
| Participation rate | 77.5% | 74.2%+3.3pp | 76.6%+0.8pp | 69.0%+8.5pp |
| Annual return | 6.95% | 10.00%-3.0pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,513 | $1,600-5.4% | $2,370-36.2% | $1,963-22.9% |
| Participant deferral / active EE | $4,388 | $2,973+47.6% | $3,550+23.6% | $3,054+43.7% |
| Admin fee / account holder | $1,138 | $419+171.5% | $5,586-79.6% | $504+125.9% |