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 | $0 | $211,958-100.0% | $169,463-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -6.21% | 3.26%-9.5pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,158 | $5,120-77.4% | $4,159-72.2% | $4,779-75.8% |
| Participant deferral / active EE | $5,131 | $6,075-15.5% | $5,277-2.8% | $5,609-8.5% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |