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.
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 | $7,073 | $96,305-92.7% | $80,569-91.2% | $139,434-94.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,159 | $3,262-33.8% | $2,723-20.7% | $4,751-54.6% |
| Participant deferral / active EE | $5,028 | $5,232-3.9% | $4,447+13.1% | $6,710-25.1% |
| Admin fee / account holder | $55 | $6,599-99.2% | $5,377-99.0% | $11,403-99.5% |