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 | $0 | $91,190-100.0% | $178,490-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 15.17% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,691 | $3,256-48.1% | $5,011-66.3% | $2,471-31.6% |
| Participant deferral / active EE | $1,768 | $3,236-45.4% | $5,202-66.0% | $3,740-52.7% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |