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 5-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 | $40,833 | $106,515-61.7% | $96,683-57.8% | $139,434-70.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 34.53% | 38.43%-3.9pp | 35.69%-1.2pp | 372.94%-338.4pp |
| Employer contribution / active EE | $11,608 | $4,103+182.9% | $3,737+210.6% | $4,751+144.3% |
| Participant deferral / active EE | $11,819 | $5,454+116.7% | $4,878+142.3% | $6,710+76.1% |
| Admin fee / account holder | $84 | $7,877-98.9% | $6,730-98.8% | $11,403-99.3% |