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 | $50,464 | $78,422-35.7% | $95,952-47.4% | $79,858-36.8% |
| Participation rate | 85.3% | 73.5%+11.8pp | 77.1%+8.2pp | 69.6%+15.6pp |
| Annual return | 17.03% | 19.37%-2.3pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $953 | $1,945-51.0% | $2,541-62.5% | $2,471-61.4% |
| Participant deferral / active EE | $3,956 | $3,440+15.0% | $4,167-5.1% | $3,740+5.8% |
| Admin fee / account holder | $1,414 | $5,622-74.8% | $6,795-79.2% | $5,306-73.3% |