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 | $0 | $60,892-100.0% | $82,389-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 63.3%-63.3pp | 69.5%-69.5pp | 68.3%-68.3pp |
| Annual return | 14.98% | 37.29%-22.3pp | 28.67%-13.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,025 | $1,779+13.8% | $2,517-19.5% | $2,631-23.0% |
| Participant deferral / active EE | $4,849 | $3,179+52.6% | $4,155+16.7% | $4,212+15.1% |
| Admin fee / account holder | $0 | $5,467-100.0% | $7,231-100.0% | $7,344-100.0% |