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 | $63,948 | $113,935-43.9% | $94,224-32.1% | $125,391-49.0% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -0.85% | 5.29%-6.1pp | 10.68%-11.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,223 | $4,727-53.0% | $3,587-38.0% | $4,866-54.3% |
| Participant deferral / active EE | $3,098 | $5,179-40.2% | $4,320-28.3% | $5,352-42.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |