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.
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 | $26,699 | $95,193-72.0% | $76,523-65.1% | $135,375-80.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.24% | 4.85%-4.6pp | -0.27%+0.5pp | 519.73%-519.5pp |
| Employer contribution / active EE | $2,087 | $3,302-36.8% | $2,647-21.2% | $4,779-56.3% |
| Participant deferral / active EE | $6,923 | $4,639+49.2% | $3,835+80.5% | $5,609+23.4% |
| Admin fee / account holder | $58 | $6,249-99.1% | $4,848-98.8% | $10,827-99.5% |