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 5-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 | $81,319 | $73,867+10.1% | $143,757-43.4% | $68,494+18.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.31% | 1.01%-7.3pp | -0.04%-6.3pp | -7.84%+1.5pp |
| Employer contribution / active EE | $8,634 | $3,184+171.2% | $4,951+74.4% | $2,596+232.6% |
| Participant deferral / active EE | $6,626 | $3,384+95.8% | $5,637+17.5% | $4,027+64.5% |
| Admin fee / account holder | $299 | $5,755-94.8% | $14,673-98.0% | $5,403-94.5% |