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 9-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 | $1,730 | $103,949-98.3% | $69,182-97.5% | $273,961-99.4% |
| Participation rate | 79.2% | 67.4%+11.8pp | 55.1%+24.1pp | 83.0%-3.8pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,312 | $1,783-26.4% | $1,206+8.7% | $4,869-73.1% |
| Participant deferral / active EE | $2,114 | $2,716-22.2% | $1,897+11.4% | $5,287-60.0% |
| Admin fee / account holder | $104 | $3,671-97.2% | $2,697-96.1% | $10,132-99.0% |