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 10-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 | $6,573 | $48,313-86.4% | $73,307-91.0% | $52,331-87.4% |
| Participation rate | 79.2% | 68.6%+10.6pp | 74.9%+4.3pp | 68.1%+11.1pp |
| Annual return | 0.00% | 3.85%-3.8pp | 5.67%-5.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,054 | $4,189-3.2% | $4,991-18.8% | $3,022+34.1% |
| Admin fee / account holder | $9 | $404-97.7% | $5,637-99.8% | $592-98.4% |