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 4-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 | $30,300 | $55,371-45.3% | $95,585-68.3% | $74,304-59.2% |
| Participation rate | 99.0% | 53.8%+45.2pp | 72.1%+26.9pp | 60.3%+38.7pp |
| Annual return | 21.79% | 24.26%-2.5pp | 38.56%-16.8pp | 29.43%-7.6pp |
| Employer contribution / active EE | $4,838 | $1,437+236.6% | $2,527+91.5% | $2,241+115.9% |
| Participant deferral / active EE | $7,078 | $2,955+139.5% | $4,023+76.0% | $3,767+87.9% |
| Admin fee / account holder | $5,231 | $2,620+99.6% | $6,127-14.6% | $2,969+76.2% |