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 | $76,848 | $97,044-20.8% | $83,333-7.8% | $135,375-43.2% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -4.91% | 12.31%-17.2pp | 10.63%-15.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,161 | $4,143-72.0% | $3,379-65.6% | $4,779-75.7% |
| Participant deferral / active EE | $2,669 | $5,964-55.3% | $5,565-52.0% | $5,609-52.4% |
| Admin fee / account holder | $1 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |