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 5-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 | $16,146 | $167,307-90.3% | $143,757-88.8% | $134,475-88.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -8.06% | 0.46%-8.5pp | -0.04%-8.0pp | 417.96%-426.0pp |
| Employer contribution / active EE | $2,096 | $5,619-62.7% | $4,951-57.7% | $4,740-55.8% |
| Participant deferral / active EE | $6,981 | $6,446+8.3% | $5,637+23.8% | $6,400+9.1% |
| Admin fee / account holder | $175 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |