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 4-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 | $4,313 | $53,162-91.9% | $91,220-95.3% | $68,494-93.7% |
| Participation rate | 96.4% | 63.2%+33.2pp | 73.2%+23.2pp | 67.9%+28.5pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,161 | $1,709-32.1% | $2,850-59.3% | $2,596-55.3% |
| Participant deferral / active EE | $1,950 | $2,974-34.4% | $4,234-53.9% | $4,027-51.6% |
| Admin fee / account holder | $74 | $4,493-98.4% | $5,420-98.6% | $5,403-98.6% |