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.
Annual investment return 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 | $44,772 | $84,527-47.0% | $67,711-33.9% | $125,391-64.3% |
| Participation rate | 84.6% | 74.8%+9.8pp | 67.5%+17.1pp | 83.2%+1.4pp |
| Annual return | -4.68% | 2.57%-7.3pp | 25.41%-30.1pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,941 | $3,292-41.0% | $2,559-24.1% | $4,866-60.1% |
| Participant deferral / active EE | $5,427 | $4,429+22.5% | $3,585+51.4% | $5,352+1.4% |
| Admin fee / account holder | $125 | $5,340-97.7% | $4,255-97.1% | $9,540-98.7% |