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 8-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 | $11,544 | $83,826-86.2% | - | $147,584-92.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 0.00% | 26.57%-26.6pp | - | 578.55%-578.5pp |
| Employer contribution / active EE | $3,318 | $3,042+9.1% | - | $4,876-32.0% |
| Participant deferral / active EE | $7,372 | $3,987+84.9% | - | $5,439+35.5% |
| Admin fee / account holder | $0 | $6,071-100.0% | - | $10,885-100.0% |