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 | $3,859 | $100,754-96.2% | $86,677-95.5% | $134,475-97.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,676 | $3,489-52.0% | $2,836-40.9% | $4,740-64.6% |
| Participant deferral / active EE | $2,143 | $5,338-59.9% | $4,656-54.0% | $6,400-66.5% |
| Admin fee / account holder | $3 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |