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.
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 | $3,061 | $25,014-87.8% | $69,647-95.6% | $80,856-96.2% |
| Participation rate | 85.5% | 64.2%+21.2pp | 66.5%+19.0pp | 67.6%+17.8pp |
| Annual return | 11.86% | 19.07%-7.2pp | 100.48%-88.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $825 | $993-16.9% | $1,712-51.8% | $2,755-70.1% |
| Participant deferral / active EE | $1,874 | $1,839+1.9% | $2,886-35.1% | $4,296-56.4% |
| Admin fee / account holder | $260 | $2,488-89.5% | $4,713-94.5% | $6,918-96.2% |