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 8-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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,317 | $106,543-5.8% | $91,220+10.0% | $134,475-25.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.25% | 160.60%-176.8pp | 114.01%-130.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $21,533 | $3,331+546.5% | $2,850+655.5% | $4,740+354.3% |
| Participant deferral / active EE | $12,538 | $4,719+165.7% | $4,234+196.2% | $6,400+95.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |