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 | $4,347 | $58,208-92.5% | $81,812-94.7% | $80,856-94.6% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.3%+24.7pp | 67.6%+29.4pp |
| Annual return | 20.71% | 41.66%-20.9pp | 773.79%-753.1pp | 35.59%-14.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,488 | $3,281-24.2% | $4,319-42.4% | $4,296-42.1% |
| Admin fee / account holder | $2 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |