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 7-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 | $33,829 | $113,935-70.3% | $94,224-64.1% | $125,391-73.0% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | -1.24% | 5.29%-6.5pp | 10.68%-11.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,865 | $5,179-44.7% | $4,320-33.7% | $5,352-46.5% |
| Admin fee / account holder | $61 | $8,391-99.3% | $6,269-99.0% | $9,540-99.4% |