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 | $18,763 | $87,733-78.6% | $106,548-82.4% | $85,850-78.1% |
| Participation rate | 85.2% | 71.9%+13.3pp | 76.1%+9.1pp | 69.3%+15.9pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,771 | $2,073+33.7% | $2,819-1.7% | $2,565+8.0% |
| Participant deferral / active EE | $6,210 | $3,469+79.0% | $4,398+41.2% | $3,952+57.1% |
| Admin fee / account holder | $171 | $6,767-97.5% | $7,407-97.7% | $6,260-97.3% |