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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,834 | $124,281-96.1% | $109,143-95.6% | $167,490-97.1% |
| Participation rate | 86.4% | 79.4%+6.9pp | 75.9%+10.5pp | 82.1%+4.3pp |
| Annual return | 57.01% | 26.04%+31.0pp | 25.75%+31.3pp | 478.56%-421.5pp |
| Employer contribution / active EE | $1,772 | $4,207-57.9% | $3,722-52.4% | $4,837-63.4% |
| Participant deferral / active EE | $2,400 | $5,255-54.3% | $4,653-48.4% | $6,341-62.2% |
| Admin fee / account holder | $238 | $7,970-97.0% | $6,752-96.5% | $12,309-98.1% |