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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,345 | $93,346-61.1% | $71,796-49.4% | $273,961-86.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.27% | 130.39%-130.1pp | 78.04%-77.8pp | 41.45%-41.2pp |
| Employer contribution / active EE | $12,653 | $2,733+362.9% | $1,924+557.5% | $4,869+159.9% |
| Participant deferral / active EE | $8,000 | $3,475+130.2% | $2,794+186.3% | $5,287+51.3% |
| Admin fee / account holder | $69 | $6,571-99.0% | $4,815-98.6% | $10,132-99.3% |