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 6-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 | $5,140 | $73,867-93.0% | $143,757-96.4% | $68,494-92.5% |
| Participation rate | 91.8% | 66.7%+25.2pp | 80.3%+11.5pp | 67.9%+23.9pp |
| Annual return | 32.99% | 1.01%+32.0pp | -0.04%+33.0pp | -7.84%+40.8pp |
| Employer contribution / active EE | $1,020 | $3,184-68.0% | $4,951-79.4% | $2,596-60.7% |
| Participant deferral / active EE | $2,771 | $3,384-18.1% | $5,637-50.8% | $4,027-31.2% |
| Admin fee / account holder | $222 | $5,755-96.2% | $14,673-98.5% | $5,403-95.9% |