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 | $5,692 | $121,625-95.3% | $104,607-94.6% | $158,922-96.4% |
| Participation rate | 93.8% | 77.5%+16.2pp | 74.1%+19.7pp | 82.0%+11.8pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,009 | $3,163-36.5% | $2,681-25.1% | $4,761-57.8% |
| Participant deferral / active EE | $2,642 | $4,177-36.8% | $3,740-29.4% | $5,982-55.8% |
| Admin fee / account holder | $56 | $7,787-99.3% | $6,473-99.1% | $11,246-99.5% |