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 | $183,494 | $69,518+164.0% | $59,878+206.4% | $135,375+35.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.07% | 7.94%-14.0pp | 3.46%-9.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $19,125 | $3,235+491.2% | $2,722+602.7% | $4,779+300.2% |
| Participant deferral / active EE | $40,000 | $4,206+851.1% | $3,402+1075.8% | $5,609+613.2% |
| Admin fee / account holder | $285 | $5,734-95.0% | $3,590-92.1% | $10,827-97.4% |