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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,039 | $117,381-23.3% | $99,443-9.5% | $152,861-41.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 16.24% | 31.87%-15.6pp | 30.72%-14.5pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,653 | $3,013-45.1% | $2,540-34.9% | $4,762-65.3% |
| Participant deferral / active EE | $5,486 | $4,086+34.3% | $3,619+51.6% | $5,850-6.2% |
| Admin fee / account holder | $164 | $7,631-97.9% | $6,250-97.4% | $11,596-98.6% |