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 | $11,748 | $81,208-85.5% | $98,907-88.1% | $79,858-85.3% |
| Participation rate | 72.3% | 72.5%-0.2pp | 76.0%-3.7pp | 69.6%+2.7pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,591 | $1,960-18.8% | $2,689-40.8% | $2,471-35.6% |
| Participant deferral / active EE | $3,604 | $3,265+10.4% | $4,244-15.1% | $3,740-3.6% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |