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 3-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 | $12,434 | $74,888-83.4% | $71,209-82.5% | $142,382-91.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 18.92% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $80 | $2,854-97.2% | $2,721-97.0% | $4,299-98.1% |
| Participant deferral / active EE | $2,861 | $4,454-35.8% | $4,175-31.5% | $6,507-56.0% |
| Admin fee / account holder | $215 | $5,568-96.1% | $5,349-96.0% | $12,624-98.3% |