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 10-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 | $18,657 | $287,456-93.5% | $170,442-89.1% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 83.6%-83.6pp | - |
| Annual return | 19.78% | 6.08%+13.7pp | 205.93%-186.1pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,433-100.0% | - |
| Participant deferral / active EE | $0 | $2,113-100.0% | $4,939-100.0% | - |
| Admin fee / account holder | $191 | $39,812-99.5% | $13,880-98.6% | - |