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 | $1,584 | $29,660-94.7% | $56,411-97.2% | $80,856-98.0% |
| Participation rate | 91.1% | 41.6%+49.5pp | 52.5%+38.6pp | 67.6%+23.5pp |
| Annual return | 14.86% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $282 | $669-57.9% | $1,039-72.9% | $2,755-89.8% |
| Participant deferral / active EE | $415 | $1,226-66.1% | $1,952-78.7% | $4,296-90.3% |
| Admin fee / account holder | $28 | $2,428-98.8% | $2,829-99.0% | $6,918-99.6% |