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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,355 | $95,416-64.0% | $185,823-81.5% | $85,850-60.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 21.80% | 23.59%-1.8pp | 122.05%-100.2pp | 318.53%-296.7pp |
| Employer contribution / active EE | $456 | $3,314-86.2% | $5,167-91.2% | $2,565-82.2% |
| Participant deferral / active EE | $4,061 | $3,423+18.6% | $5,568-27.1% | $3,952+2.8% |
| Admin fee / account holder | $290 | $7,213-96.0% | $16,237-98.2% | $6,260-95.4% |