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 | $35,844 | $127,386-71.9% | $115,037-68.8% | $125,391-71.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.75% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,766 | $5,166-27.1% | $4,608-18.3% | $4,866-22.6% |
| Participant deferral / active EE | $5,343 | $6,423-16.8% | $6,026-11.3% | $5,352-0.2% |
| Admin fee / account holder | $31 | $9,516-99.7% | $8,175-99.6% | $9,540-99.7% |