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 | $17,584 | $45,863-61.7% | $77,024-77.2% | $68,494-74.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.83% | 1.72%-17.6pp | 42.32%-58.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,045 | $1,650+84.6% | $2,812+8.3% | $2,596+17.3% |
| Participant deferral / active EE | $916 | $2,962-69.1% | $4,426-79.3% | $4,027-77.3% |
| Admin fee / account holder | $246 | $3,041-91.9% | $5,425-95.5% | $5,403-95.5% |