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 | $17,356 | $29,660-41.5% | $56,411-69.2% | $80,856-78.5% |
| Participation rate | 98.6% | 41.6%+57.0pp | 52.5%+46.2pp | 67.6%+31.0pp |
| Annual return | 11.57% | 35.23%-23.7pp | 1701.33%-1689.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,461 | $669+118.3% | $1,039+40.7% | $2,755-47.0% |
| Participant deferral / active EE | $3,489 | $1,226+184.6% | $1,952+78.8% | $4,296-18.8% |
| Admin fee / account holder | $2,672 | $2,428+10.1% | $2,829-5.5% | $6,918-61.4% |