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 6-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 | $13,968 | $129,942-89.3% | $104,294-86.6% | $134,475-89.6% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -19.15% | 42.03%-61.2pp | 24.61%-43.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $987 | $4,184-76.4% | $3,372-70.7% | $4,740-79.2% |
| Participant deferral / active EE | $4,512 | $5,588-19.3% | $4,625-2.5% | $6,400-29.5% |
| Admin fee / account holder | $141 | $9,323-98.5% | $7,339-98.1% | $11,426-98.8% |