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 3-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 | $9,393 | $154,117-93.9% | $129,995-92.8% | $139,434-93.3% |
| Participation rate | 82.6% | 82.0%+0.7pp | 78.5%+4.1pp | 80.3%+2.3pp |
| Annual return | 32.23% | 32.48%-0.2pp | -137.18%+169.4pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,628 | $5,289-69.2% | $4,320-62.3% | $4,751-65.7% |
| Participant deferral / active EE | $3,595 | $6,710-46.4% | $5,820-38.2% | $6,710-46.4% |
| Admin fee / account holder | $185 | $14,007-98.7% | $10,614-98.3% | $11,403-98.4% |