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 | $218,815 | $62,586+249.6% | $76,768+185.0% | $64,186+240.9% |
| Participation rate | 93.3% | 72.8%+20.5pp | 77.0%+16.4pp | 69.6%+23.8pp |
| Annual return | -4.75% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,522 | $1,832+92.3% | $2,485+41.7% | $2,381+47.9% |
| Participant deferral / active EE | $5,333 | $3,145+69.6% | $3,852+38.5% | $3,470+53.7% |
| Admin fee / account holder | $10 | $4,667-99.8% | $6,675-99.9% | $4,888-99.8% |