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 4-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,011 | $80,717-87.6% | $154,803-93.5% | $84,808-88.2% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 22.13% | 37.96%-15.8pp | 58.88%-36.7pp | 40.90%-18.8pp |
| Employer contribution / active EE | $564 | $2,761-79.6% | $4,305-86.9% | $2,631-78.6% |
| Participant deferral / active EE | $2,590 | $3,303-21.6% | $5,540-53.3% | $4,212-38.5% |
| Admin fee / account holder | $185 | $6,746-97.3% | $14,329-98.7% | $7,344-97.5% |