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 5-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 | $7,707 | $25,014-69.2% | $69,647-88.9% | $80,856-90.5% |
| Participation rate | 98.9% | 64.2%+34.7pp | 66.5%+32.5pp | 67.6%+31.3pp |
| Annual return | 17.39% | 19.07%-1.7pp | 100.48%-83.1pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,056 | $993+6.3% | $1,712-38.3% | $2,755-61.7% |
| Participant deferral / active EE | $2,653 | $1,839+44.3% | $2,886-8.1% | $4,296-38.2% |
| Admin fee / account holder | $528 | $2,488-78.8% | $4,713-88.8% | $6,918-92.4% |