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 10-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 | $11,230 | $105,859-89.4% | $90,160-87.5% | $147,584-92.4% |
| Participation rate | 86.7% | 79.7%+6.9pp | 76.9%+9.8pp | 82.8%+3.8pp |
| Annual return | 18.72% | 37.63%-18.9pp | 34.88%-16.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,326 | $4,126-67.9% | $3,318-60.0% | $4,876-72.8% |
| Participant deferral / active EE | $2,431 | $5,733-57.6% | $5,288-54.0% | $5,439-55.3% |
| Admin fee / account holder | $145 | $8,046-98.2% | $5,943-97.6% | $10,885-98.7% |