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 | $13,108 | $159,901-91.8% | $146,958-91.1% | $145,922-91.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.26% | 98.13%-62.9pp | 418.34%-383.1pp | 561.29%-526.0pp |
| Employer contribution / active EE | $4,593 | $5,286-13.1% | $4,933-6.9% | $4,660-1.4% |
| Participant deferral / active EE | $4,593 | $8,428-45.5% | $8,070-43.1% | $6,688-31.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |