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 8-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 | $37,513 | $62,586-40.1% | $76,768-51.1% | $64,186-41.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,393 | $1,832-24.0% | $2,485-44.0% | $2,381-41.5% |
| Participant deferral / active EE | $2,517 | $3,145-20.0% | $3,852-34.6% | $3,470-27.4% |
| Admin fee / account holder | $125 | $4,667-97.3% | $6,675-98.1% | $4,888-97.5% |