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.
Annual investment return 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 | $18,943 | $49,791-62.0% | $78,210-75.8% | $70,131-73.0% |
| Participation rate | 93.8% | 62.3%+31.4pp | 68.7%+25.0pp | 69.5%+24.2pp |
| Annual return | 10.11% | 20.75%-10.6pp | 40.90%-30.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $6,330 | $1,430+342.8% | $2,034+211.3% | $2,342+170.2% |
| Participant deferral / active EE | $0 | $2,150-100.0% | $2,823-100.0% | $3,332-100.0% |
| Admin fee / account holder | $146 | $3,181-95.4% | $3,758-96.1% | $4,645-96.9% |