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 | $0 | $61,660-100.0% | $80,019-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | -4.33% | -0.33%-4.0pp | 11.22%-15.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,816 | $1,810+0.3% | $2,468-26.4% | $2,381-23.7% |
| Participant deferral / active EE | $3,556 | $2,968+19.8% | $3,686-3.5% | $3,470+2.5% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |