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 10-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 | $58,472 | $43,327+35.0% | $59,878-2.3% | $64,186-8.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.38% | -1.55%+9.9pp | 3.46%+4.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $949 | $2,028-53.2% | $2,722-65.1% | $2,381-60.1% |
| Participant deferral / active EE | $2,215 | $2,546-13.0% | $3,402-34.9% | $3,470-36.2% |
| Admin fee / account holder | $165 | $3,005-94.5% | $3,590-95.4% | $4,888-96.6% |