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.
Participant contribution per participant 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 | $25,266 | $90,590-72.1% | $90,782-72.2% | $135,375-81.3% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.7pp | 82.6%+0.7pp |
| Annual return | -1.44% | -3.40%+2.0pp | -3.42%+2.0pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,456 | $4,352-66.6% | $4,105-64.5% | $4,779-69.5% |
| Participant deferral / active EE | $1,615 | $5,407-70.1% | $5,366-69.9% | $5,609-71.2% |
| Admin fee / account holder | $68 | $7,683-99.1% | $5,908-98.9% | $10,827-99.4% |