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 | $3,279 | $77,899-95.8% | $149,673-97.8% | $75,163-95.6% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,613 | $3,137-48.6% | $4,818-66.5% | $2,670-39.6% |
| Participant deferral / active EE | $2,188 | $3,411-35.9% | $5,680-61.5% | $4,125-47.0% |
| Admin fee / account holder | $20 | $5,956-99.7% | $13,210-99.8% | $5,651-99.6% |