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 | $4,403 | $118,427-96.3% | $66,042-93.3% | $142,382-96.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 22.42% | 35.57%-13.1pp | 52.11%-29.7pp | 217.08%-194.7pp |
| Employer contribution / active EE | $501 | $2,570-80.5% | $1,579-68.3% | $4,299-88.3% |
| Participant deferral / active EE | $540 | $4,311-87.5% | $2,835-81.0% | $6,507-91.7% |
| Admin fee / account holder | $19 | $9,593-99.8% | $5,747-99.7% | $12,624-99.9% |