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 8-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 | $5,914 | $165,912-96.4% | $122,332-95.2% | $147,584-96.0% |
| Participation rate | 92.3% | 79.6%+12.7pp | 71.6%+20.7pp | 82.8%+9.5pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,245 | $5,754-43.6% | $4,050-19.9% | $4,876-33.4% |
| Participant deferral / active EE | $2,192 | $4,005-45.3% | $3,287-33.3% | $5,439-59.7% |
| Admin fee / account holder | $128 | $7,424-98.3% | $5,478-97.7% | $10,885-98.8% |