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 | $54,131 | $50,958+6.2% | $74,550-27.4% | $64,186-15.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.68% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,442 | $1,115+208.6% | $1,961+75.5% | $2,381+44.6% |
| Participant deferral / active EE | $2,149 | $2,301-6.6% | $3,108-30.9% | $3,470-38.1% |
| Admin fee / account holder | $280 | $4,223-93.4% | $5,060-94.5% | $4,888-94.3% |