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 | $90,320-100.0% | $59,496-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 54.6%-54.6pp | 83.2%-83.2pp |
| Annual return | -3.94% | 369.13%-373.1pp | 182.05%-186.0pp | 282.22%-286.2pp |
| Employer contribution / active EE | $524 | $1,792-70.8% | $1,153-54.6% | $4,866-89.2% |
| Participant deferral / active EE | $4,520 | $2,716+66.4% | $1,829+147.1% | $5,352-15.5% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |