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 | $48,981 | $90,503-45.9% | $78,689-37.8% | $273,961-82.1% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 5.67% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,174 | $3,176-63.0% | $2,851-58.8% | $4,869-75.9% |
| Participant deferral / active EE | $1,346 | $3,901-65.5% | $3,517-61.7% | $5,287-74.5% |
| Admin fee / account holder | $276 | $5,263-94.8% | $4,510-93.9% | $10,132-97.3% |