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 4-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 | $5,301 | $107,452-95.1% | $91,541-94.2% | $142,382-96.3% |
| Participation rate | 78.3% | 75.1%+3.2pp | 69.8%+8.5pp | 80.1%-1.9pp |
| Annual return | 24.27% | 22.06%+2.2pp | 20.50%+3.8pp | 217.08%-192.8pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,336 | $4,754-71.9% | $4,008-66.7% | $6,507-79.5% |
| Admin fee / account holder | $47 | $8,834-99.5% | $6,956-99.3% | $12,624-99.6% |