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 | $11,900 | $118,849-90.0% | $96,562-87.7% | $167,490-92.9% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,763 | $3,120-43.5% | $2,356-25.2% | $4,837-63.6% |
| Participant deferral / active EE | $3,178 | $4,616-31.1% | $3,849-17.4% | $6,341-49.9% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |