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 | $13,819 | $65,703-79.0% | $94,224-85.3% | $59,632-76.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.17% | 5.22%-5.4pp | 10.68%-10.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,730 | $2,021-14.4% | $3,587-51.8% | $2,203-21.4% |
| Participant deferral / active EE | $1,630 | $3,143-48.2% | $4,320-62.3% | $3,192-48.9% |
| Admin fee / account holder | $110 | $4,264-97.4% | $6,269-98.2% | $4,297-97.4% |