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 | $32,857 | $138,065-76.2% | $123,544-73.4% | $135,375-75.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.17% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,462 | $5,151-71.6% | $4,628-68.4% | $4,779-69.4% |
| Participant deferral / active EE | $1,866 | $6,799-72.6% | $6,426-71.0% | $5,609-66.7% |
| Admin fee / account holder | $85 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |