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.
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 | $84,200 | $168,632-50.1% | $147,614-43.0% | $125,391-32.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 21.71% | 77.65%-55.9pp | 61.98%-40.3pp | 282.22%-260.5pp |
| Employer contribution / active EE | $696 | $6,252-88.9% | $5,564-87.5% | $4,866-85.7% |
| Participant deferral / active EE | $3,941 | $5,507-28.4% | $4,895-19.5% | $5,352-26.4% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |