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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,613 | $104,907+141.8% | $84,611+199.7% | $152,861+65.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | -10.66% | 373.79%-384.4pp | 258.74%-269.4pp | 345.32%-356.0pp |
| Employer contribution / active EE | $2,642 | $3,302-20.0% | $2,652-0.4% | $4,762-44.5% |
| Participant deferral / active EE | $9,975 | $4,688+112.8% | $3,899+155.9% | $5,850+70.5% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |