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.
Participant 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 | $42,695 | $101,069-57.8% | $81,478-47.6% | $147,584-71.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.52% | 32.40%-18.9pp | 38.78%-25.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $618 | $3,205-80.7% | $2,568-75.9% | $4,876-87.3% |
| Participant deferral / active EE | $367 | $4,242-91.3% | $3,537-89.6% | $5,439-93.2% |
| Admin fee / account holder | $256 | $5,812-95.6% | $4,561-94.4% | $10,885-97.6% |