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.
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 | $25,496 | $113,935-77.6% | $94,224-72.9% | $125,391-79.7% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | -3.03% | 5.29%-8.3pp | 10.68%-13.7pp | 282.22%-285.3pp |
| Employer contribution / active EE | $476 | $4,727-89.9% | $3,587-86.7% | $4,866-90.2% |
| Participant deferral / active EE | $2,939 | $5,179-43.3% | $4,320-32.0% | $5,352-45.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |