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 6-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 | $41,586 | $93,571-55.6% | $135,903-69.4% | $75,163-44.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 61.73% | 30.90%+30.8pp | 68.23%-6.5pp | 160.62%-98.9pp |
| Employer contribution / active EE | $2,474 | $3,537-30.0% | $4,856-49.1% | $2,670-7.3% |
| Participant deferral / active EE | $8,454 | $6,404+32.0% | $7,758+9.0% | $4,125+104.9% |
| Admin fee / account holder | $4,839 | $6,975-30.6% | $10,762-55.0% | $5,651-14.4% |