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 | $5,630 | $127,264-95.6% | $109,895-94.9% | $167,490-96.6% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.2%-0.5pp | 82.1%-8.4pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,290 | $3,322-61.2% | $2,842-54.6% | $4,837-73.3% |
| Participant deferral / active EE | $2,855 | $4,514-36.8% | $4,048-29.5% | $6,341-55.0% |
| Admin fee / account holder | $180 | $7,114-97.5% | $6,066-97.0% | $12,309-98.5% |