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 | $31,093 | $54,350-42.8% | $82,719-62.4% | $68,494-54.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.52% | -13.67%-5.8pp | 701.18%-720.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $8,103 | $2,218+265.3% | $3,009+169.3% | $2,596+212.1% |
| Participant deferral / active EE | $6,589 | $3,246+103.0% | $4,395+49.9% | $4,027+63.6% |
| Admin fee / account holder | $749 | $4,395-83.0% | $5,329-85.9% | $5,403-86.1% |