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 6-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 | $2,203 | $104,907-97.9% | $84,611-97.4% | $152,861-98.6% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $842 | $3,302-74.5% | $2,652-68.2% | $4,762-82.3% |
| Participant deferral / active EE | $937 | $4,688-80.0% | $3,899-76.0% | $5,850-84.0% |
| Admin fee / account holder | $21 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |