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 | $54,313 | $81,900-33.7% | $119,609-54.6% | $68,494-20.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -4.19% | -23.82%+19.6pp | -14.97%+10.8pp | -7.84%+3.7pp |
| Employer contribution / active EE | $6,161 | $2,693+128.7% | $4,232+45.6% | $2,596+137.3% |
| Participant deferral / active EE | $5,000 | $4,148+20.5% | $5,602-10.8% | $4,027+24.1% |
| Admin fee / account holder | $27 | $6,582-99.6% | $10,323-99.7% | $5,403-99.5% |