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 | $27,658 | $96,557-71.4% | $80,975-65.8% | $273,961-89.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.28% | 15.14%-8.9pp | 17.10%-10.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,965 | $4,868-59.6% | $3,714-47.1% | $4,869-59.6% |
| Participant deferral / active EE | $4,768 | $6,598-27.7% | $5,696-16.3% | $5,287-9.8% |
| Admin fee / account holder | $220 | $7,492-97.1% | $5,516-96.0% | $10,132-97.8% |