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 3-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.
Employer contribution per participant 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 | $6,617 | $74,888-91.2% | $71,209-90.7% | $142,382-95.4% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 25.34% | 345.14%-319.8pp | 282.51%-257.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $226 | $2,854-92.1% | $2,721-91.7% | $4,299-94.7% |
| Participant deferral / active EE | $2,276 | $4,454-48.9% | $4,175-45.5% | $6,507-65.0% |
| Admin fee / account holder | $164 | $5,568-97.1% | $5,349-96.9% | $12,624-98.7% |