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 | $22,592 | $112,881-80.0% | $90,951-75.2% | $158,922-85.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 10.37% | 215.79%-205.4pp | 134.60%-124.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,591 | $2,893-45.0% | $2,122-25.0% | $4,761-66.6% |
| Participant deferral / active EE | $3,820 | $4,128-7.4% | $3,373+13.3% | $5,982-36.1% |
| Admin fee / account holder | $196 | $8,041-97.6% | $5,959-96.7% | $11,246-98.3% |