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 8-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 | $37,759 | $81,460-53.6% | $103,333-63.5% | $80,856-53.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.51% | 25.55%-5.0pp | 24.88%-4.4pp | 35.59%-15.1pp |
| Employer contribution / active EE | $3,228 | $3,105+4.0% | $3,868-16.5% | $2,755+17.2% |
| Participant deferral / active EE | $6,381 | $3,869+64.9% | $5,057+26.2% | $4,296+48.5% |
| Admin fee / account holder | $1,684 | $6,566-74.4% | $8,355-79.8% | $6,918-75.7% |