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 | $40,695 | $54,380-25.2% | $68,509-40.6% | $59,632-31.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.33% | 2.83%-3.2pp | 8.27%-8.6pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $5,541 | $1,539+260.2% | $2,278+143.3% | $2,203+151.6% |
| Participant deferral / active EE | $4,480 | $2,643+69.5% | $3,382+32.4% | $3,192+40.4% |
| Admin fee / account holder | $113 | $3,885-97.1% | $5,275-97.9% | $4,297-97.4% |