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 7-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 | $3,999 | $38,365-89.6% | $84,611-95.3% | $65,185-93.9% |
| Participation rate | 77.7% | 55.7%+22.0pp | 68.2%+9.4pp | 70.2%+7.5pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.74%-258.7pp | 29.38%-29.4pp |
| Employer contribution / active EE | $718 | $1,258-42.9% | $2,652-72.9% | $2,177-67.0% |
| Participant deferral / active EE | $2,079 | $2,278-8.7% | $3,899-46.7% | $3,514-40.8% |
| Admin fee / account holder | $72 | $451-84.0% | $4,912-98.5% | $847-91.5% |