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.
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 | $26,773 | $93,024-71.2% | $77,024-65.2% | $134,475-80.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -21.20% | 62.60%-83.8pp | 42.32%-63.5pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,568 | $3,418-24.9% | $2,812-8.7% | $4,740-45.8% |
| Participant deferral / active EE | $6,692 | $5,238+27.8% | $4,426+51.2% | $6,400+4.6% |
| Admin fee / account holder | $232 | $6,944-96.7% | $5,425-95.7% | $11,426-98.0% |