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 6-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 | $68,267 | $99,985-31.7% | $146,665-53.5% | $85,850-20.5% |
| Participation rate | 73.1% | 73.1%0pp | 80.1%-7.0pp | 69.3%+3.8pp |
| Annual return | 13.38% | 18.93%-5.5pp | 22.74%-9.4pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,666 | $2,559-34.9% | $4,136-59.7% | $2,565-35.0% |
| Participant deferral / active EE | $2,813 | $4,006-29.8% | $5,506-48.9% | $3,952-28.8% |
| Admin fee / account holder | $204 | $7,702-97.4% | $10,280-98.0% | $6,260-96.7% |