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 3-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 | $13,094 | $44,960-70.9% | $84,966-84.6% | $74,495-82.4% |
| Participation rate | 72.8% | 49.4%+23.4pp | 67.5%+5.3pp | 67.2%+5.6pp |
| Annual return | 57.19% | 26.24%+30.9pp | 66.38%-9.2pp | 1364.94%-1307.8pp |
| Employer contribution / active EE | $866 | $1,457-40.6% | $2,727-68.3% | $2,623-67.0% |
| Participant deferral / active EE | $1,853 | $2,731-32.2% | $4,519-59.0% | $4,346-57.4% |
| Admin fee / account holder | $464 | $2,209-79.0% | $6,149-92.5% | $1,942-76.1% |