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 7-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 | $31,386 | $79,449-60.5% | $189,557-83.4% | $85,850-63.4% |
| Participation rate | 86.2% | 66.0%+20.2pp | 78.4%+7.8pp | 69.3%+16.9pp |
| Annual return | 17.59% | 18.45%-0.9pp | 64.17%-46.6pp | 318.53%-300.9pp |
| Employer contribution / active EE | $3,359 | $2,081+61.4% | $4,412-23.9% | $2,565+30.9% |
| Participant deferral / active EE | $8,409 | $4,051+107.6% | $6,174+36.2% | $3,952+112.8% |
| Admin fee / account holder | $253 | $5,377-95.3% | $9,807-97.4% | $6,260-96.0% |