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 4-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 | $5,655 | $90,519-93.8% | $93,789-94.0% | $134,475-95.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,296 | $4,343-47.1% | $4,323-46.9% | $4,740-51.6% |
| Participant deferral / active EE | $3,445 | $5,978-42.4% | $6,094-43.5% | $6,400-46.2% |
| Admin fee / account holder | $14 | $9,252-99.8% | $7,195-99.8% | $11,426-99.9% |