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 | $24,709 | $63,953-61.4% | $54,726-54.8% | $135,375-81.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -8.66% | -5.77%-2.9pp | -4.56%-4.1pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,013 | $4,256-52.7% | $3,449-41.6% | $4,779-57.9% |
| Participant deferral / active EE | $6,310 | $4,810+31.2% | $3,953+59.6% | $5,609+12.5% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,827-100.0% |