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 9-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 | $50,842 | $73,867-31.2% | $143,757-64.6% | $68,494-25.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.47% | 1.01%-12.5pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $6,049 | $3,184+90.0% | $4,951+22.2% | $2,596+133.0% |
| Participant deferral / active EE | $2,324 | $3,384-31.3% | $5,637-58.8% | $4,027-42.3% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |