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 4-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.
Employer contribution per participant 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,668 | $54,705-27.5% | $71,209-44.3% | $84,808-53.2% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 16.73% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $37 | $2,158-98.3% | $2,721-98.6% | $2,631-98.6% |
| Participant deferral / active EE | $2,775 | $3,030-8.4% | $4,175-33.5% | $4,212-34.1% |
| Admin fee / account holder | $200 | $4,863-95.9% | $5,349-96.3% | $7,344-97.3% |