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.
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 | $6,590 | $32,117-79.5% | $71,086-90.7% | $64,186-89.7% |
| Participation rate | 83.3% | 42.7%+40.6pp | 54.7%+28.7pp | 69.6%+13.8pp |
| Annual return | -4.05% | -5.57%+1.5pp | 650.59%-654.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $362 | $712-49.1% | $1,088-66.7% | $2,381-84.8% |
| Participant deferral / active EE | $963 | $1,263-23.7% | $1,874-48.6% | $3,470-72.2% |
| Admin fee / account holder | $100 | $2,759-96.4% | $3,082-96.8% | $4,888-98.0% |