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 7-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 | $16,389 | $124,281-86.8% | $109,143-85.0% | $167,490-90.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 18.05% | 26.04%-8.0pp | 25.75%-7.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,215 | $4,207-71.1% | $3,722-67.4% | $4,837-74.9% |
| Participant deferral / active EE | $2,341 | $5,255-55.4% | $4,653-49.7% | $6,341-63.1% |
| Admin fee / account holder | $82 | $7,970-99.0% | $6,752-98.8% | $12,309-99.3% |