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.
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 | $54,354 | $167,307-67.5% | $143,757-62.2% | $134,475-59.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.66% | 0.46%-21.1pp | -0.04%-20.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,829 | $5,619-14.1% | $4,951-2.5% | $4,740+1.9% |
| Participant deferral / active EE | $10,254 | $6,446+59.1% | $5,637+81.9% | $6,400+60.2% |
| Admin fee / account holder | $231 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |