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 5-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 | $6,968 | $124,185-94.4% | $108,410-93.6% | $167,490-95.8% |
| Participation rate | 93.3% | 82.3%+11.1pp | 80.1%+13.2pp | 82.1%+11.2pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,152 | $4,187-48.6% | $3,558-39.5% | $4,837-55.5% |
| Participant deferral / active EE | $4,577 | $6,908-33.7% | $6,563-30.3% | $6,341-27.8% |
| Admin fee / account holder | $18 | $9,455-99.8% | $7,295-99.8% | $12,309-99.9% |