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 6-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 | $6,315 | $88,751-92.9% | $81,812-92.3% | $145,922-95.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.04% | 1025.40%-1014.4pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $861 | $3,083-72.1% | $2,912-70.4% | $4,660-81.5% |
| Participant deferral / active EE | $3,391 | $4,643-27.0% | $4,319-21.5% | $6,688-49.3% |
| Admin fee / account holder | $24 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |