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 10-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,732 | $69,337-68.7% | $84,611-74.3% | - |
| Participation rate | 0.0% | 59.9%-59.9pp | 68.2%-68.2pp | - |
| Annual return | 13.37% | 20.76%-7.4pp | 258.74%-245.4pp | - |
| Employer contribution / active EE | $0 | $2,334-100.0% | $2,652-100.0% | - |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,899-100.0% | - |
| Admin fee / account holder | $366 | $6,559-94.4% | $4,912-92.6% | - |