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 8-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 | $25,115 | $163,676-84.7% | $68,791-63.5% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 69.0%-69.0pp | - |
| Annual return | -16.62% | -11.88%-4.7pp | -6.38%-10.2pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,655-100.0% | - |
| Participant deferral / active EE | $0 | $3,975-100.0% | $3,941-100.0% | - |
| Admin fee / account holder | $1,126 | $34,290-96.7% | $4,932-77.2% | - |