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 | $114,874 | $181,894-36.8% | $156,549-26.6% | $273,961-58.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.45% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,211 | $6,248-64.6% | $5,501-59.8% | $4,869-54.6% |
| Participant deferral / active EE | $5,775 | $5,550+4.1% | $4,871+18.6% | $5,287+9.2% |
| Admin fee / account holder | $20 | $15,559-99.9% | $13,027-99.8% | $10,132-99.8% |