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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,452 | $154,365-81.6% | $130,231-78.2% | $139,434-79.6% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.3%+7.1pp | 80.3%+3.0pp |
| Annual return | 44.08% | 30.34%+13.7pp | 38.77%+5.3pp | 372.94%-328.9pp |
| Employer contribution / active EE | $417 | $5,170-91.9% | $4,126-89.9% | $4,751-91.2% |
| Participant deferral / active EE | $2,596 | $8,498-69.5% | $6,799-61.8% | $6,710-61.3% |
| Admin fee / account holder | $263 | $9,214-97.1% | $6,020-95.6% | $11,403-97.7% |