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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,523 | $88,707+440.6% | $74,183+546.4% | $273,961+75.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.14% | 11.94%-12.1pp | 17.74%-17.9pp | 41.45%-41.6pp |
| Employer contribution / active EE | $4,427 | $3,159+40.1% | $2,370+86.8% | $4,869-9.1% |
| Participant deferral / active EE | $12,000 | $4,212+184.9% | $3,550+238.1% | $5,287+127.0% |
| Admin fee / account holder | $25 | $8,717-99.7% | $5,586-99.6% | $10,132-99.8% |