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.
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 | $5,583 | $100,773-94.5% | $88,946-93.7% | $142,382-96.1% |
| Participation rate | 88.2% | 74.3%+13.9pp | 68.8%+19.4pp | 80.1%+8.1pp |
| Annual return | 19.37% | 70.18%-50.8pp | 57.82%-38.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $607 | $2,918-79.2% | $2,555-76.2% | $4,299-85.9% |
| Participant deferral / active EE | $1,032 | $5,230-80.3% | $4,581-77.5% | $6,507-84.1% |
| Admin fee / account holder | $120 | $9,693-98.8% | $8,261-98.5% | $12,624-99.0% |