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.
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 | $15,362 | $59,107-74.0% | $86,436-82.2% | $68,494-77.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.98% | -0.23%-17.7pp | 4394.89%-4412.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,268 | $2,519-9.9% | $3,769-39.8% | $2,596-12.6% |
| Participant deferral / active EE | $3,391 | $5,901-42.5% | $6,952-51.2% | $4,027-15.8% |
| Admin fee / account holder | $68 | $5,637-98.8% | $6,731-99.0% | $5,403-98.7% |