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 | $19,745 | $103,966-81.0% | $112,887-82.5% | $75,163-73.7% |
| Participation rate | 96.0% | 75.7%+20.3pp | 80.5%+15.5pp | 67.2%+28.8pp |
| Annual return | 0.00% | 24.54%-24.5pp | 34.10%-34.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $4,685 | $3,870+21.1% | $4,563+2.7% | $2,670+75.5% |
| Participant deferral / active EE | $5,807 | $5,456+6.4% | $6,513-10.8% | $4,125+40.8% |
| Admin fee / account holder | $149 | $7,663-98.1% | $7,047-97.9% | $5,651-97.4% |