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 7-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.
Employer 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 | $30,027 | $154,117-80.5% | $129,995-76.9% | $139,434-78.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.79% | 32.48%-16.7pp | -137.18%+153.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $665 | $5,289-87.4% | $4,320-84.6% | $4,751-86.0% |
| Participant deferral / active EE | $5,255 | $6,710-21.7% | $5,820-9.7% | $6,710-21.7% |
| Admin fee / account holder | $218 | $14,007-98.4% | $10,614-97.9% | $11,403-98.1% |