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 | $30,715 | $89,652-65.7% | $141,162-78.2% | $65,185-52.9% |
| Participation rate | 90.1% | 74.7%+15.4pp | 82.5%+7.6pp | 70.2%+19.9pp |
| Annual return | 50.08% | 32.79%+17.3pp | 71.39%-21.3pp | 29.38%+20.7pp |
| Employer contribution / active EE | $3,252 | $3,065+6.1% | $4,735-31.3% | $2,177+49.4% |
| Participant deferral / active EE | $6,124 | $5,691+7.6% | $6,709-8.7% | $3,514+74.3% |
| Admin fee / account holder | $2,505 | $569+340.7% | $10,261-75.6% | $847+195.8% |